Welch Capital Partners’s Quanta Services PWR Stock Holding History

Welch Capital 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 Q1	–	Sell	-2,600	Closed	-$371K	–	29
2022 Q4	$371K	Hold	2,600	–	–	0.12%	20
2022 Q3	$331K	Hold	2,600	–	–	0.11%	21
2022 Q2	$326K	Hold	2,600	–	–	0.1%	23
2022 Q1	$342K	Hold	2,600	–	–	0.08%	27
2021 Q4	$298K	Buy	+2,600	New	+$300K	0.07%	32

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Welch Capital Partners's PWR Position: Q1 2023 in Review

Welch Capital Partners sold out of Quanta Services (PWR) in Q1 2023, closing a stake of 2,600 shares — an estimated $371K sold.

Welch Capital Partners first reported a position in PWR in Q4 2021 and held it in 5 quarters. The position peaked at $371K in Q4 2022. 890 funds tracked by Wall St. Rank hold PWR as of Q1 2023.

Welch Capital Partners reported no remaining Quanta Services position as of Q1 2023 after selling out during the quarter.
Welch Capital Partners sold 2,600 Quanta Services shares in Q1 2023, an estimated $371K.
Welch Capital Partners first reported a position in Quanta Services in Q4 2021 and held it in 5 quarters.
Welch Capital Partners's Quanta Services position peaked at $371K in Q4 2022.
890 funds tracked by Wall St. Rank held Quanta Services as of Q1 2023.

Based on Welch Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.