Selective Wealth Management’s Quanta Services PWR Stock Holding History

Selective 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 Q4	–	Sell	-800	Closed	-$102K	–	579
2022 Q3	$102K	Buy	+800	New	+$109K	0.04%	206
2022 Q1	–	Sell	-680	Closed	-$78K	–	782
2021 Q4	$78K	Hold	680	–	–	0.03%	220
2021 Q3	$77K	Buy	680 +180	+36%	+$18K	0.04%	210
2021 Q2	$45K	Buy	+500	New	+$47K	0.04%	202

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

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

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

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

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

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

Selective Wealth Management's PWR Position: Q4 2022 in Review

Selective Wealth Management sold out of Quanta Services (PWR) in Q4 2022, closing a stake of 800 shares — an estimated $102K sold.

Selective Wealth Management first reported a position in PWR in Q2 2021 and held it in 4 quarters. The position peaked at $102K in Q3 2022. 869 funds tracked by Wall St. Rank hold PWR as of Q4 2022.

Selective Wealth Management reported no remaining Quanta Services position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 800 Quanta Services shares in Q4 2022, an estimated $102K.
Selective Wealth Management first reported a position in Quanta Services in Q2 2021 and held it in 4 quarters.
Selective Wealth Management's Quanta Services position peaked at $102K in Q3 2022.
869 funds tracked by Wall St. Rank held Quanta Services as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.