Surevest’s Quanta Services PWR Stock Holding History

Surevest’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 Q3	$1K	Hold	9	–	–	﹤0.01%	481
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	523
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	495
2021 Q4	$1K	Buy	+9	New	+$1.04K	﹤0.01%	505

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

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

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

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

Surevest's PWR Position: Q3 2022 in Review

Surevest held its Quanta Services (PWR) position steady in Q3 2022 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Surevest first reported a position in PWR in Q4 2021 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold PWR as of Q3 2022.

Surevest held 9 shares of Quanta Services worth $1K as of Q3 2022.
Surevest left its Quanta Services share count unchanged in Q3 2022.
Quanta Services made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #481 holding.
Surevest first reported a position in Quanta Services in Q4 2021 and has held it in 4 quarters since.
819 funds tracked by Wall St. Rank held Quanta Services as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.