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JOYN Advisors’s Primoris Services PRIM Stock Holding History

JOYN 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
2019
Q1 		– Sell
-1
Closed – – 1069
2018
Q4 		$0 Sell
1
-110
-99% -$2.47K ﹤0.01% 1851
2018
Q3 		$3K Hold
111
– – ﹤0.01% 1371
2018
Q2 		$3K Buy
111
+1
+0.9% +$27 ﹤0.01% 1330
2018
Q1 		$3K Buy
+110
New +$2.82K ﹤0.01% 991

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JOYN Advisors's PRIM Position: Q1 2019 in Review

JOYN Advisors sold out of Primoris Services (PRIM) in Q1 2019, closing a stake of 1 share.

JOYN Advisors first reported a position in PRIM in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 130 funds tracked by Wall St. Rank hold PRIM as of Q1 2019.

  • JOYN Advisors reported no remaining Primoris Services position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1 Primoris Services share in Q1 2019.
  • JOYN Advisors first reported a position in Primoris Services in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Primoris Services position peaked at $3K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Primoris Services as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.