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First United Bank & Trust’s Primoris Services PRIM Stock Holding History

First United Bank & Trust’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
Q1 		– Sell
-207
Closed -$6.87K – 436
2023
Q4 		$6.87K Buy
+207
New +$6.45K ﹤0.01% 375

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First United Bank & Trust's PRIM Position: Q1 2024 in Review

First United Bank & Trust sold out of Primoris Services (PRIM) in Q1 2024, closing a stake of 207 shares — an estimated $6.87K sold.

First United Bank & Trust first reported a position in PRIM in Q4 2023 and held it in 1 quarter. The position peaked at $6.87K in Q4 2023. 241 funds tracked by Wall St. Rank hold PRIM as of Q1 2024.

  • First United Bank & Trust reported no remaining Primoris Services position as of Q1 2024 after selling out during the quarter.
  • First United Bank & Trust sold 207 Primoris Services shares in Q1 2024, an estimated $6.87K.
  • First United Bank & Trust first reported a position in Primoris Services in Q4 2023 and held it in 1 quarter.
  • First United Bank & Trust's Primoris Services position peaked at $6.87K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Primoris Services as of Q1 2024.

Based on First United Bank & Trust's 13F filing for Q1 2024, filed 29 Apr 2024.