Carroll Financial Associates’s Primoris Services PRIM Stock Holding History

Carroll Financial Associates’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 Q4	$1K	Hold	72	–	–	﹤0.01%	1574
2021 Q3	$1K	Hold	72	–	–	﹤0.01%	1694
2021 Q2	$2K	Hold	72	–	–	﹤0.01%	1579
2021 Q1	$2K	Hold	72	–	–	﹤0.01%	1516
2020 Q4	$1K	Hold	72	–	–	﹤0.01%	1477
2020 Q3	$1K	Hold	72	–	–	﹤0.01%	1435
2020 Q2	$1K	Hold	72	–	–	﹤0.01%	1452
2020 Q1	$1K	Hold	72	–	–	﹤0.01%	1391
2019 Q4	$1K	Hold	72	–	–	﹤0.01%	1467
2019 Q3	$1K	Hold	72	–	–	﹤0.01%	1444
2019 Q2	$1K	Buy	+72	New	+$1.48K	﹤0.01%	1498

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carroll Financial Associates's PRIM Position: Q4 2021 in Review

Carroll Financial Associates held its Primoris Services (PRIM) position steady in Q4 2021 at 72 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Carroll Financial Associates first reported a position in PRIM in Q2 2019 and has held it in 11 quarters since. The position peaked at $2K in Q2 2021. 173 funds tracked by Wall St. Rank hold PRIM as of Q4 2021.

Carroll Financial Associates held 72 shares of Primoris Services worth $1K as of Q4 2021.
Carroll Financial Associates left its Primoris Services share count unchanged in Q4 2021.
Primoris Services made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1574 holding.
Carroll Financial Associates first reported a position in Primoris Services in Q2 2019 and has held it in 11 quarters since.
Carroll Financial Associates's Primoris Services position peaked at $2K in Q2 2021.
173 funds tracked by Wall St. Rank held Primoris Services as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.