Lake Point Wealth Management’s Quanta Services PWR Stock Holding History

Lake Point Wealth Management’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 Q2	$3K	Hold	25	–	–	﹤0.01%	290
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	299
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	306
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	291
2021 Q2	$2K	Buy	+25	New	+$2.35K	﹤0.01%	341

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

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

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

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

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

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

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

Lake Point Wealth Management's PWR Position: Q2 2022 in Review

Lake Point Wealth Management held its Quanta Services (PWR) position steady in Q2 2022 at 25 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Lake Point Wealth Management first reported a position in PWR in Q2 2021 and has held it in 5 quarters since. 783 funds tracked by Wall St. Rank hold PWR as of Q2 2022.

Lake Point Wealth Management held 25 shares of Quanta Services worth $3K as of Q2 2022.
Lake Point Wealth Management left its Quanta Services share count unchanged in Q2 2022.
Quanta Services made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #290 holding.
Lake Point Wealth Management first reported a position in Quanta Services in Q2 2021 and has held it in 5 quarters since.
783 funds tracked by Wall St. Rank held Quanta Services as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.