Covestor’s Primoris Services PRIM Stock Holding History

Covestor’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	$99K	Sell	693 -26	-4%	-$3.81K	0.07%	294
2025 Q4	$89K	Buy	719 +85	+13%	+$11.1K	0.05%	636
2025 Q3	$87K	Sell	634 -440	-41%	-$47.2K	0.05%	655
2025 Q2	$84K	Buy	1,074 +892	+490%	+$60.5K	0.05%	651
2025 Q1	$10K	Sell	182 -748	-80%	-$54.1K	0.01%	1508
2024 Q4	$71K	Buy	930 +910	+4,550%	+$66.5K	0.04%	717
2024 Q3	$1K	Sell	20 -7	-26%	-$373	﹤0.01%	2073
2024 Q2	$1K	Sell	27 -9	-25%	-$445	﹤0.01%	2097
2024 Q1	$2K	Sell	36 -2,263	-98%	-$83.5K	﹤0.01%	1867
2023 Q4	$76K	Buy	2,299 +2,245	+4,157%	+$70K	0.05%	660
2023 Q3	$2K	Sell	54 -23	-30%	-$752	﹤0.01%	1846
2023 Q2	$2K	Sell	77 -137	-64%	-$3.67K	﹤0.01%	1859
2023 Q1	$5K	Sell	214 -70	-25%	-$1.77K	﹤0.01%	1571
2022 Q4	$6K	Buy	284 +61	+27%	+$1.23K	﹤0.01%	1531
2022 Q3	$4K	Buy	223 +10	+5%	+$209	﹤0.01%	1569
2022 Q2	$5K	Sell	213 -65	-23%	-$1.56K	﹤0.01%	1418
2022 Q1	$7K	Buy	278 +78	+39%	+$2.01K	﹤0.01%	1417
2021 Q4	$5K	Buy	+200	New	+$5.05K	0.01%	1333

Other funds holding PRIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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