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Simplicity Solutions’s Quanta Services PWR Stock Holding History

Simplicity Solutions’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
2023
Q4 		$1.42M Buy
6,563
+4,035
+160% +$746K 0.04% 366
2023
Q3 		$473K Sell
2,528
-165
-6% -$33.1K 0.02% 614
2023
Q2 		$529K Buy
2,693
+93
+4% +$16.2K 0.01% 644
2023
Q1 		$433K Buy
+2,600
New +$400K 0.01% 734
2021
Q1 		– Sell
-8,687
Closed -$626K – 850
2020
Q4 		$626K Buy
8,687
+294
+4% +$19.4K 0.01% 646
2020
Q3 		$444K Buy
8,393
+2,746
+49% +$128K 0.01% 654
2020
Q2 		$222K Sell
5,647
-37,172
-87% -$1.33M ﹤0.01% 799
2020
Q1 		$1.36M Buy
42,819
+5,987
+16% +$222K 0.04% 284
2019
Q4 		$1.5M Buy
36,832
+10,509
+40% +$429K 0.05% 292
2019
Q3 		$995K Buy
26,323
+4,535
+21% +$164K 0.04% 298
2019
Q2 		$832K Buy
+21,788
New +$827K 0.04% 289

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Simplicity Solutions's PWR Position: Q4 2023 in Review

Simplicity Solutions increased its Quanta Services (PWR) stake by 160% in Q4 2023, buying an estimated $746K and bringing the position to 6,563 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #366.

Simplicity Solutions first reported a position in PWR in Q2 2019 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2019. 1,017 funds tracked by Wall St. Rank hold PWR as of Q4 2023.

  • Simplicity Solutions held 6,563 shares of Quanta Services worth $1.42M as of Q4 2023.
  • Simplicity Solutions bought 4,035 Quanta Services shares in Q4 2023, an estimated $746K.
  • Quanta Services made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #366 holding.
  • Simplicity Solutions first reported a position in Quanta Services in Q2 2019 and has held it in 11 quarters since.
  • Simplicity Solutions's Quanta Services position peaked at $1.5M in Q4 2019.
  • 1,017 funds tracked by Wall St. Rank held Quanta Services as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.