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Dakota Wealth Management’s Primoris Services PRIM Stock Holding History

Dakota Wealth Management’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
2025
Q1 		– Sell
-7,053
Closed -$539K – 795
2024
Q4 		$539K Buy
+7,053
New +$515K 0.01% 493

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dakota Wealth Management's PRIM Position: Q1 2025 in Review

Dakota Wealth Management sold out of Primoris Services (PRIM) in Q1 2025, closing a stake of 7,053 shares — an estimated $539K sold.

Dakota Wealth Management first reported a position in PRIM in Q4 2024 and held it in 1 quarter. The position peaked at $539K in Q4 2024. 370 funds tracked by Wall St. Rank hold PRIM as of Q1 2025.

  • Dakota Wealth Management reported no remaining Primoris Services position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 7,053 Primoris Services shares in Q1 2025, an estimated $539K.
  • Dakota Wealth Management first reported a position in Primoris Services in Q4 2024 and held it in 1 quarter.
  • Dakota Wealth Management's Primoris Services position peaked at $539K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Primoris Services as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.