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Brendel Financial Advisors’s Primoris Services PRIM Stock Holding History

Brendel Financial 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
2021
Q3 		– Sell
-31
Closed -$1K – 230
2021
Q2 		$1K Buy
+31
New +$1K ﹤0.01% 267

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brendel Financial Advisors's PRIM Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Primoris Services (PRIM) in Q3 2021, closing a stake of 31 shares — an estimated $1K sold.

Brendel Financial Advisors first reported a position in PRIM in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 186 funds tracked by Wall St. Rank hold PRIM as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Primoris Services position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 31 Primoris Services shares in Q3 2021, an estimated $1K.
  • Brendel Financial Advisors first reported a position in Primoris Services in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Primoris Services position peaked at $1K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Primoris Services as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.