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Advisor Group’s Primoris Services PRIM Stock Holding History

Advisor Group’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
2019
Q4 		$49K Sell
2,207
-1,339
-38% -$28.7K ﹤0.01% 3424
2019
Q3 		$70K Sell
3,546
-326
-8% -$6.52K ﹤0.01% 3155
2019
Q2 		$81K Buy
3,872
+112
+3% +$2.3K ﹤0.01% 3013
2019
Q1 		$78K Buy
3,760
+1,277
+51% +$26.9K ﹤0.01% 3067
2018
Q4 		$48K Buy
2,483
+2
+0.1% +$45 ﹤0.01% 3213
2018
Q3 		$62K Buy
2,481
+162
+7% +$4.25K ﹤0.01% 3128
2018
Q2 		$63K Buy
2,319
+763
+49% +$20.2K ﹤0.01% 2901
2018
Q1 		$39K Buy
1,556
+230
+17% +$5.9K ﹤0.01% 3268
2017
Q4 		$36K Buy
1,326
+92
+7% +$2.56K ﹤0.01% 3313
2017
Q3 		$36K Buy
1,234
+618
+100% +$16.5K ﹤0.01% 3169
2017
Q2 		$15K Sell
616
-45
-7% -$1.06K ﹤0.01% 3690
2017
Q1 		$15K Buy
661
+8
+1% +$192 ﹤0.01% 3549
2016
Q4 		$15K Sell
653
-8
-1% -$176 ﹤0.01% 3405
2016
Q3 		$14K Sell
661
-143
-18% -$2.7K ﹤0.01% 3367
2016
Q2 		$14K Buy
+804
New +$17.4K ﹤0.01% 3298

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisor Group's PRIM Position: Q4 2019 in Review

Advisor Group reduced its Primoris Services (PRIM) stake by 38% in Q4 2019, selling an estimated $28.7K and leaving 2,207 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #3424.

Advisor Group first reported a position in PRIM in Q2 2016 and has held it in 15 quarters since. The position peaked at $81K in Q2 2019. 139 funds tracked by Wall St. Rank hold PRIM as of Q4 2019.

  • Advisor Group held 2,207 shares of Primoris Services worth $49K as of Q4 2019.
  • Advisor Group sold 1,339 Primoris Services shares in Q4 2019, an estimated $28.7K.
  • Primoris Services made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3424 holding.
  • Advisor Group first reported a position in Primoris Services in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Primoris Services position peaked at $81K in Q2 2019.
  • 139 funds tracked by Wall St. Rank held Primoris Services as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.