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Coppell Advisory Solutions Corp’s Primoris Services PRIM Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-100
Closed -$2.19K – 840
2022
Q4 		$2.19K Buy
+100
New +$2.02K ﹤0.01% 834

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coppell Advisory Solutions Corp's PRIM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Primoris Services (PRIM) in Q1 2023, closing a stake of 100 shares — an estimated $2.19K sold.

Coppell Advisory Solutions Corp first reported a position in PRIM in Q4 2022 and held it in 1 quarter. The position peaked at $2.19K in Q4 2022. 170 funds tracked by Wall St. Rank hold PRIM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Primoris Services position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 100 Primoris Services shares in Q1 2023, an estimated $2.19K.
  • Coppell Advisory Solutions Corp first reported a position in Primoris Services in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Primoris Services position peaked at $2.19K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held Primoris Services as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.