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Capital Performance Advisors’s Primoris Services PRIM Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-50
Closed -$2.9K – 2034
2024
Q3 		$2.9K Buy
+50
New +$2.67K ﹤0.01% 1368

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Capital Performance Advisors's PRIM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Primoris Services (PRIM) in Q4 2024, closing a stake of 50 shares — an estimated $2.9K sold.

Capital Performance Advisors first reported a position in PRIM in Q3 2024 and held it in 1 quarter. The position peaked at $2.9K in Q3 2024. 358 funds tracked by Wall St. Rank hold PRIM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Primoris Services position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 50 Primoris Services shares in Q4 2024, an estimated $2.9K.
  • Capital Performance Advisors first reported a position in Primoris Services in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Primoris Services position peaked at $2.9K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Primoris Services as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.