Cetera Investment Advisers
PRIM icon

Cetera Investment Advisers’s Primoris Services PRIM Stock Holding History

Cetera Investment Advisers’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 		$2.48M Sell
17,325
-3,280
-16% -$480K ﹤0.01% 2092
2025
Q4 		$2.56M Buy
20,605
+2,911
+16% +$380K ﹤0.01% 2004
2025
Q3 		$2.43M Buy
17,694
+1,953
+12% +$210K ﹤0.01% 2007
2025
Q2 		$1.23M Sell
15,741
-244
-2% -$16.5K ﹤0.01% 2203
2025
Q1 		$918K Buy
15,985
+4,212
+36% +$305K ﹤0.01% 2331
2024
Q4 		$899K Sell
11,773
-210
-2% -$15.3K ﹤0.01% 2231
2024
Q3 		$696K Buy
11,983
+995
+9% +$53.1K ﹤0.01% 2385
2024
Q2 		$548K Buy
10,988
+1,314
+14% +$65K ﹤0.01% 2519
2024
Q1 		$412K Buy
+9,674
New +$357K ﹤0.01% 2769
2021
Q3 		– Sell
-18,045
Closed -$531K – 1856
2021
Q2 		$531K Buy
18,045
+2,361
+15% +$76.2K 0.01% 1094
2021
Q1 		$520K Buy
+15,684
New +$516K 0.01% 958

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