Sweet Financial Partners’s Quanta Services PWR Stock Holding History

Sweet Financial Partners’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 Q1	–	Sell	-1,791	Closed	-$205K	–	185
2021 Q4	$205K	Buy	+1,791	New	+$207K	0.09%	148

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sweet Financial Partners's PWR Position: Q1 2022 in Review

Sweet Financial Partners sold out of Quanta Services (PWR) in Q1 2022, closing a stake of 1,791 shares — an estimated $205K sold.

Sweet Financial Partners first reported a position in PWR in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 774 funds tracked by Wall St. Rank hold PWR as of Q1 2022.

Sweet Financial Partners reported no remaining Quanta Services position as of Q1 2022 after selling out during the quarter.
Sweet Financial Partners sold 1,791 Quanta Services shares in Q1 2022, an estimated $205K.
Sweet Financial Partners first reported a position in Quanta Services in Q4 2021 and held it in 1 quarter.
Sweet Financial Partners's Quanta Services position peaked at $205K in Q4 2021.
774 funds tracked by Wall St. Rank held Quanta Services as of Q1 2022.

Based on Sweet Financial Partners's 13F filing for Q1 2022, filed 22 Apr 2022.