Security National Trust’s Quanta Services PWR Stock Holding History

Security National Trust’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
2021 Q3	–	Sell	-15	Closed	-$1K	–	397
2021 Q2	$1K	Buy	+15	New	+$1.41K	﹤0.01%	401
2016 Q3	–	Sell	-1,500	Closed	-$35K	–	468
2016 Q2	$35K	Hold	1,500	–	–	0.01%	297
2016 Q1	$34K	Hold	1,500	–	–	0.01%	295
2015 Q4	$30K	Hold	1,500	–	–	0.01%	302
2015 Q3	$36K	Hold	1,500	–	–	0.01%	297
2015 Q2	$43K	Buy	+1,500	New	+$43.9K	0.02%	294

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Security National Trust's PWR Position: Q3 2021 in Review

Security National Trust sold out of Quanta Services (PWR) in Q3 2021, closing a stake of 15 shares — an estimated $1K sold.

Security National Trust first reported a position in PWR in Q2 2015 and held it in 6 quarters. The position peaked at $43K in Q2 2015. 673 funds tracked by Wall St. Rank hold PWR as of Q3 2021.

Security National Trust reported no remaining Quanta Services position as of Q3 2021 after selling out during the quarter.
Security National Trust sold 15 Quanta Services shares in Q3 2021, an estimated $1K.
Security National Trust first reported a position in Quanta Services in Q2 2015 and held it in 6 quarters.
Security National Trust's Quanta Services position peaked at $43K in Q2 2015.
673 funds tracked by Wall St. Rank held Quanta Services as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.