MW
QTEK

Marks Wealth’s QualTek Services Inc. Class A Common Stock QTEK Stock Holding History

Marks Wealth’s Portfolio QTEK Stock Details QTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,750
Closed -$10K – 11
2022
Q4 		$10K Buy
+22,750
New +$26.2K 0.04% 11

Other funds holding QTEK

LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
PPW
PACK Private Wealth Wayzata, Minnesota $218M AUM 19.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Marks Wealth's QTEK Position: Q1 2023 in Review

Marks Wealth sold out of QualTek Services Inc. Class A Common Stock (QTEK) in Q1 2023, closing a stake of 22,750 shares — an estimated $10K sold.

Marks Wealth first reported a position in QTEK in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 16 funds tracked by Wall St. Rank hold QTEK as of Q1 2023.

  • Marks Wealth reported no remaining QualTek Services Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Marks Wealth sold 22,750 QualTek Services Inc. Class A Common Stock shares in Q1 2023, an estimated $10K.
  • Marks Wealth first reported a position in QualTek Services Inc. Class A Common Stock in Q4 2022 and held it in 1 quarter.
  • Marks Wealth's QualTek Services Inc. Class A Common Stock position peaked at $10K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held QualTek Services Inc. Class A Common Stock as of Q1 2023.

Based on Marks Wealth's 13F filing for Q1 2023, filed 18 Apr 2023.