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Coppell Advisory Solutions’s Primoris Services PRIM Stock Holding History

Coppell Advisory Solutions’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
Q3 		– Sell
-100
Closed -$4.99K – 1946
2024
Q2 		$4.99K Buy
+100
New +$4.95K ﹤0.01% 1198
2023
Q4 		$3.32K Hold
100
– – ﹤0.01% 1198
2023
Q3 		$2.19K Hold
100
– – ﹤0.01% 833
2023
Q2 		$3.06K Buy
+100
New +$2.68K ﹤0.01% 951
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's PRIM Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Primoris Services (PRIM) in Q3 2024, closing a stake of 100 shares — an estimated $4.99K sold.

Coppell Advisory Solutions first reported a position in PRIM in Q4 2022 and held it in 5 quarters. The position peaked at $4.99K in Q2 2024. 303 funds tracked by Wall St. Rank hold PRIM as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Primoris Services position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 100 Primoris Services shares in Q3 2024, an estimated $4.99K.
  • Coppell Advisory Solutions first reported a position in Primoris Services in Q4 2022 and held it in 5 quarters.
  • Coppell Advisory Solutions's Primoris Services position peaked at $4.99K in Q2 2024.
  • 303 funds tracked by Wall St. Rank held Primoris Services as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.