IndexIQ Advisors’s Primoris Services PRIM Stock Holding History

IndexIQ Advisors’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
2022 Q1	$395K	Buy	16,600 +3,853	+30%	+$99.2K	0.01%	780
2021 Q4	$306K	Sell	12,747 -824	-6%	-$20.8K	0.01%	935
2021 Q3	$332K	Buy	13,571 +1,360	+11%	+$36.5K	0.01%	950
2021 Q2	$359K	Sell	12,211 -128	-1%	-$4.13K	0.01%	883
2021 Q1	$409K	Sell	12,339 -834	-6%	-$27.5K	0.01%	529
2020 Q4	$364K	Buy	13,173 +1,360	+12%	+$31.3K	0.01%	539
2020 Q3	$213K	Buy	11,813 +641	+6%	+$11.3K	0.01%	597
2020 Q2	$198K	Sell	11,172 -1,350	-11%	-$21.3K	0.01%	587
2020 Q1	$199K	Buy	+12,522	New	+$244K	0.01%	308
2019 Q1	–	Sell	-84,143	Closed	-$1.61M	–	660
2018 Q4	$1.61M	Sell	84,143 -6,860	-8%	-$154K	0.05%	304
2018 Q3	$2.26M	Buy	91,003 +3,437	+4%	+$90.1K	0.07%	290
2018 Q2	$2.38M	Buy	87,566 +7,853	+10%	+$208K	0.07%	254
2018 Q1	$1.99M	Buy	+79,713	New	+$2.05M	0.06%	361

Other funds holding PRIM

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

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

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

IndexIQ Advisors's PRIM Position: Q1 2022 in Review

IndexIQ Advisors increased its Primoris Services (PRIM) stake by 30% in Q1 2022, buying an estimated $99.2K and bringing the position to 16,600 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #780.

IndexIQ Advisors first reported a position in PRIM in Q1 2018 and has held it in 13 quarters since. The position peaked at $2.38M in Q2 2018. 174 funds tracked by Wall St. Rank hold PRIM as of Q1 2022.

IndexIQ Advisors held 16,600 shares of Primoris Services worth $395K as of Q1 2022.
IndexIQ Advisors bought 3,853 Primoris Services shares in Q1 2022, an estimated $99.2K.
Primoris Services made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #780 holding.
IndexIQ Advisors first reported a position in Primoris Services in Q1 2018 and has held it in 13 quarters since.
IndexIQ Advisors's Primoris Services position peaked at $2.38M in Q2 2018.
174 funds tracked by Wall St. Rank held Primoris Services as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.