WealthPLAN Partners’s Quanta Services PWR Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-244	Closed	-$47.9K	–	934
2023 Q2	$47.9K	Hold	244	–	–	0.01%	519
2023 Q1	$40.7K	Buy	+244	New	+$37.5K	﹤0.01%	596

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's PWR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Quanta Services (PWR) in Q3 2023, closing a stake of 244 shares — an estimated $47.9K sold.

WealthPLAN Partners first reported a position in PWR in Q1 2023 and held it in 2 quarters. The position peaked at $47.9K in Q2 2023. 962 funds tracked by Wall St. Rank hold PWR as of Q3 2023.

WealthPLAN Partners reported no remaining Quanta Services position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 244 Quanta Services shares in Q3 2023, an estimated $47.9K.
WealthPLAN Partners first reported a position in Quanta Services in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Quanta Services position peaked at $47.9K in Q2 2023.
962 funds tracked by Wall St. Rank held Quanta Services as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.