IAM Advisory’s Quanta Services PWR Stock Holding History

IAM Advisory’s Portfolio PWR Stock Details PWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,514	Closed	-$918K	–	81
2021 Q4	$918K	Sell	8,514 -265	-3%	-$30.6K	0.36%	45
2021 Q3	$974K	Buy	+8,779	New	+$880K	0.41%	40

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IAM Advisory's PWR Position: Q1 2022 in Review

IAM Advisory sold out of Quanta Services (PWR) in Q1 2022, closing a stake of 8,514 shares — an estimated $918K sold.

IAM Advisory first reported a position in PWR in Q3 2021 and held it in 2 quarters. The position peaked at $974K in Q3 2021. 774 funds tracked by Wall St. Rank hold PWR as of Q1 2022.

IAM Advisory reported no remaining Quanta Services position as of Q1 2022 after selling out during the quarter.
IAM Advisory sold 8,514 Quanta Services shares in Q1 2022, an estimated $918K.
IAM Advisory first reported a position in Quanta Services in Q3 2021 and held it in 2 quarters.
IAM Advisory's Quanta Services position peaked at $974K in Q3 2021.
774 funds tracked by Wall St. Rank held Quanta Services as of Q1 2022.

Based on IAM Advisory's 13F filing for Q1 2022, filed 14 Apr 2022.