Kore Private Wealth’s Quanta Services PWR Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-568	Closed	-$22K	–	876
2020 Q2	$22K	Buy	568 +19	+3%	+$678	﹤0.01%	633
2020 Q1	$17K	Buy	549 +419	+322%	+$15.6K	﹤0.01%	613
2019 Q4	$5K	Buy	+130	New	+$5.3K	﹤0.01%	859
2019 Q2	–	Sell	-102	Closed	-$4K	–	646
2019 Q1	$4K	Hold	102	–	–	﹤0.01%	804
2018 Q4	$3K	Buy	+102	New	+$3.3K	﹤0.01%	775

Other funds holding PWR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Kore Private Wealth's PWR Position: Q3 2020 in Review

Kore Private Wealth sold out of Quanta Services (PWR) in Q3 2020, closing a stake of 568 shares — an estimated $22K sold.

Kore Private Wealth first reported a position in PWR in Q4 2018 and held it in 5 quarters. The position peaked at $22K in Q2 2020. 481 funds tracked by Wall St. Rank hold PWR as of Q3 2020.

Kore Private Wealth reported no remaining Quanta Services position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 568 Quanta Services shares in Q3 2020, an estimated $22K.
Kore Private Wealth first reported a position in Quanta Services in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Quanta Services position peaked at $22K in Q2 2020.
481 funds tracked by Wall St. Rank held Quanta Services as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.