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Vontobel Swiss Wealth Advisors’s Quanta Services PWR Stock Holding History

Vontobel Swiss Wealth Advisors’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
Q2 		$6.55M Buy
74,108
+8,276
+13% +$777K 3.36% 16
2021
Q1 		$5.79M Buy
+65,832
New +$5.24M 3.23% 20

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's PWR Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Quanta Services (PWR) stake by 13% in Q2 2021, buying an estimated $777K and bringing the position to 74,108 shares worth $6.55M. The position accounts for 3.36% of the portfolio, ranked #16.

Vontobel Swiss Wealth Advisors first reported a position in PWR in Q1 2021 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold PWR as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 74,108 shares of Quanta Services worth $6.55M as of Q2 2021.
  • Vontobel Swiss Wealth Advisors bought 8,276 Quanta Services shares in Q2 2021, an estimated $777K.
  • Quanta Services made up 3.36% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #16 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in Quanta Services in Q1 2021 and has held it in 2 quarters since.
  • 629 funds tracked by Wall St. Rank held Quanta Services as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.