Kaizen Financial Strategies’s Quanta Services PWR Stock Holding History

Kaizen Financial Strategies’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
2023 Q2	–	Sell	-1,750	Closed	-$292K	–	119
2023 Q1	$292K	Sell	1,750 -100	-5%	-$15.4K	0.29%	59
2022 Q4	$275K	Sell	1,850 -2,850	-61%	-$405K	0.27%	81
2022 Q3	$599K	Sell	4,700 -300	-6%	-$41K	0.61%	43
2022 Q2	$627K	Hold	5,000	–	–	0.62%	43
2022 Q1	$658K	Hold	5,000	–	–	0.52%	51
2021 Q4	$573K	Hold	5,000	–	–	0.43%	59
2021 Q3	$569K	Buy	+5,000	New	+$501K	0.46%	60
2021 Q1	$440K	Hold	5,000	–	–	0.42%	73
2020 Q4	$360K	Buy	+5,000	New	+$330K	0.4%	79

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Kaizen Financial Strategies's PWR Position: Q2 2023 in Review

Kaizen Financial Strategies sold out of Quanta Services (PWR) in Q2 2023, closing a stake of 1,750 shares — an estimated $292K sold.

Kaizen Financial Strategies first reported a position in PWR in Q4 2020 and held it in 9 quarters. The position peaked at $658K in Q1 2022. 940 funds tracked by Wall St. Rank hold PWR as of Q2 2023.

Kaizen Financial Strategies reported no remaining Quanta Services position as of Q2 2023 after selling out during the quarter.
Kaizen Financial Strategies sold 1,750 Quanta Services shares in Q2 2023, an estimated $292K.
Kaizen Financial Strategies first reported a position in Quanta Services in Q4 2020 and held it in 9 quarters.
Kaizen Financial Strategies's Quanta Services position peaked at $658K in Q1 2022.
940 funds tracked by Wall St. Rank held Quanta Services as of Q2 2023.

Based on Kaizen Financial Strategies's 13F filing for Q2 2023, filed 8 Aug 2023.