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Householder Group Estate & Retirement Specialist’s Primoris Services PRIM Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-2
Closed -$65 – 1285
2023
Q3 		$65 Buy
+2
New +$65 ﹤0.01% 1275

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Householder Group Estate & Retirement Specialist's PRIM Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Primoris Services (PRIM) in Q4 2023, closing a stake of 2 shares — an estimated $65 sold.

Householder Group Estate & Retirement Specialist first reported a position in PRIM in Q3 2023 and held it in 1 quarter. The position peaked at $65 in Q3 2023. 227 funds tracked by Wall St. Rank hold PRIM as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Primoris Services position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2 Primoris Services shares in Q4 2023, an estimated $65.
  • Householder Group Estate & Retirement Specialist first reported a position in Primoris Services in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Primoris Services position peaked at $65 in Q3 2023.
  • 227 funds tracked by Wall St. Rank held Primoris Services as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.