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Capital Asset Advisory Services’s Primoris Services PRIM Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-177
Closed -$5K – 1294
2020
Q4 		$5K Buy
+177
New +$4.08K ﹤0.01% 1283

Other funds holding PRIM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Asset Advisory Services's PRIM Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Primoris Services (PRIM) in Q1 2021, closing a stake of 177 shares — an estimated $5K sold.

Capital Asset Advisory Services first reported a position in PRIM in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 221 funds tracked by Wall St. Rank hold PRIM as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Primoris Services position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 177 Primoris Services shares in Q1 2021, an estimated $5K.
  • Capital Asset Advisory Services first reported a position in Primoris Services in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Primoris Services position peaked at $5K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held Primoris Services as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.