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Strategic Wealth Management’s Quanta Services PWR Stock Holding History

Strategic 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
2021
Q4 		$893K Buy
7,791
+500
+7% +$57.7K 0.44% 59
2021
Q3 		$830K Buy
7,291
+199
+3% +$19.9K 0.43% 55
2021
Q2 		$642K Buy
7,092
+1,837
+35% +$173K 0.35% 57
2021
Q1 		$462K Buy
+5,255
New +$418K 0.28% 55

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Management's PWR Position: Q4 2021 in Review

Strategic Wealth Management increased its Quanta Services (PWR) stake by 6.9% in Q4 2021, buying an estimated $57.7K and bringing the position to 7,791 shares worth $893K. The position accounts for 0.44% of the portfolio, ranked #59.

Strategic Wealth Management first reported a position in PWR in Q1 2021 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold PWR as of Q4 2021.

  • Strategic Wealth Management held 7,791 shares of Quanta Services worth $893K as of Q4 2021.
  • Strategic Wealth Management bought 500 Quanta Services shares in Q4 2021, an estimated $57.7K.
  • Quanta Services made up 0.44% of Strategic Wealth Management's portfolio in Q4 2021, its #59 holding.
  • Strategic Wealth Management first reported a position in Quanta Services in Q1 2021 and has held it in 4 quarters since.
  • 747 funds tracked by Wall St. Rank held Quanta Services as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.