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Activest Wealth Management’s Primoris Services PRIM Stock Holding History

Activest Wealth Management’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$4.39K – 496
2022
Q4 		$4.39K Sell
200
-200
-50% -$4.04K ﹤0.01% 365
2022
Q3 		$7K Buy
+400
New +$8.35K ﹤0.01% 329

Other funds holding PRIM

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Activest Wealth Management's PRIM Position: Q1 2023 in Review

Activest Wealth Management sold out of Primoris Services (PRIM) in Q1 2023, closing a stake of 200 shares — an estimated $4.39K sold.

Activest Wealth Management first reported a position in PRIM in Q3 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 170 funds tracked by Wall St. Rank hold PRIM as of Q1 2023.

  • Activest Wealth Management reported no remaining Primoris Services position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 200 Primoris Services shares in Q1 2023, an estimated $4.39K.
  • Activest Wealth Management first reported a position in Primoris Services in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Primoris Services position peaked at $7K in Q3 2022.
  • 170 funds tracked by Wall St. Rank held Primoris Services as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.