AWM
PRIM icon

Atticus Wealth Management’s Primoris Services PRIM Stock Holding History

Atticus 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
2022
Q2 		– Sell
-118
Closed -$3K – 634
2022
Q1 		$3K Sell
118
-80
-40% -$2.06K ﹤0.01% 505
2021
Q4 		$5K Buy
+198
New +$5K ﹤0.01% 392

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atticus Wealth Management's PRIM Position: Q2 2022 in Review

Atticus Wealth Management sold out of Primoris Services (PRIM) in Q2 2022, closing a stake of 118 shares — an estimated $3K sold.

Atticus Wealth Management first reported a position in PRIM in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 155 funds tracked by Wall St. Rank hold PRIM as of Q2 2022.

  • Atticus Wealth Management reported no remaining Primoris Services position as of Q2 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 118 Primoris Services shares in Q2 2022, an estimated $3K.
  • Atticus Wealth Management first reported a position in Primoris Services in Q4 2021 and held it in 2 quarters.
  • Atticus Wealth Management's Primoris Services position peaked at $5K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Primoris Services as of Q2 2022.

Based on Atticus Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.