BIA
PRIM icon

Bell Investment Advisors’s Primoris Services PRIM Stock Holding History

Bell Investment Advisors’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
2026
Q1 		$7.3K Hold
51
– – ﹤0.01% 811
2025
Q4 		$6.33K Buy
51
+35
+219% +$4.57K ﹤0.01% 891
2025
Q3 		$2.2K Hold
16
– – ﹤0.01% 1303
2025
Q2 		$1.25K Buy
16
+8
+100% +$542 ﹤0.01% 1520
2025
Q1 		$460 Hold
8
– – ﹤0.01% 1786
2024
Q4 		$612 Buy
+8
New +$584 ﹤0.01% 1712
2023
Q2 		– Sell
-26
Closed -$642 – 1979
2023
Q1 		$642 Hold
26
– – ﹤0.01% 1709
2022
Q4 		$570 Buy
+26
New +$526 ﹤0.01% 1751

Other funds holding PRIM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return