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JP Morgan Private Wealth Advisors’s Primoris Services PRIM Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$342K Sell
10,460
-728
-7% -$23.8K ﹤0.01% 1407
2023
Q2 		$341K Sell
11,188
-1,310
-10% -$35.1K ﹤0.01% 1189
2023
Q1 		$308K Buy
12,498
+2,564
+26% +$64.8K ﹤0.01% 1665
2022
Q4 		$218K Buy
+9,934
New +$201K ﹤0.01% 1785
2022
Q3 		– Sell
-11,585
Closed -$252K – 1967
2022
Q2 		$252K Buy
11,585
+562
+5% +$13.5K ﹤0.01% 1737
2022
Q1 		$263K Buy
+11,023
New +$284K ﹤0.01% 1805
2021
Q4 		– Sell
-10,411
Closed -$255K – 2033
2021
Q3 		$255K Buy
10,411
+271
+3% +$7.28K ﹤0.01% 1763
2021
Q2 		$298K Buy
10,140
+859
+9% +$27.7K ﹤0.01% 1679
2021
Q1 		$307K Sell
9,281
-531
-5% -$17.5K ﹤0.01% 1518
2020
Q4 		$271K Sell
9,812
-732
-7% -$16.9K ﹤0.01% 1540
2020
Q3 		$190K Buy
10,544
+192
+2% +$3.4K ﹤0.01% 1527
2020
Q2 		$184K Buy
+10,352
New +$163K ﹤0.01% 1469

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PRIM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Primoris Services (PRIM) stake by 6.5% in Q3 2023, selling an estimated $23.8K and leaving 10,460 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

JP Morgan Private Wealth Advisors first reported a position in PRIM in Q2 2020 and has held it in 12 quarters since. 195 funds tracked by Wall St. Rank hold PRIM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,460 shares of Primoris Services worth $342K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 728 Primoris Services shares in Q3 2023, an estimated $23.8K.
  • Primoris Services made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1407 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Primoris Services in Q2 2020 and has held it in 12 quarters since.
  • 195 funds tracked by Wall St. Rank held Primoris Services as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.