Ellevest Inc’s Primoris Services PRIM Stock Holding History

Ellevest Inc’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	-21	Closed	-$461	–	2030
2022 Q4	$461	Buy	+21	New	+$424	﹤0.01%	1631

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ellevest Inc's PRIM Position: Q1 2023 in Review

Ellevest Inc sold out of Primoris Services (PRIM) in Q1 2023, closing a stake of 21 shares — an estimated $461 sold.

Ellevest Inc first reported a position in PRIM in Q4 2022 and held it in 1 quarter. The position peaked at $461 in Q4 2022. 170 funds tracked by Wall St. Rank hold PRIM as of Q1 2023.

Ellevest Inc reported no remaining Primoris Services position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 21 Primoris Services shares in Q1 2023, an estimated $461.
Ellevest Inc first reported a position in Primoris Services in Q4 2022 and held it in 1 quarter.
Ellevest Inc's Primoris Services position peaked at $461 in Q4 2022.
170 funds tracked by Wall St. Rank held Primoris Services as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.