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Laffer Tengler Investments’s Primoris Services PRIM Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-30
Closed -$1.5K – 306
2024
Q2 		$1.5K Hold
30
– – ﹤0.01% 374
2024
Q1 		$1.28K Buy
+30
New +$1.11K ﹤0.01% 391
2022
Q4 		– Sell
-30
Closed -$487 – 462
2022
Q3 		$487 Hold
30
– – ﹤0.01% 415
2022
Q2 		$652 Hold
30
– – ﹤0.01% 366
2022
Q1 		$714 Hold
30
– – ﹤0.01% 395
2021
Q4 		$719 Hold
30
– – ﹤0.01% 367
2021
Q3 		$734 Buy
+30
New +$806 ﹤0.01% 468

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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 Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laffer Tengler Investments's PRIM Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Primoris Services (PRIM) in Q3 2024, closing a stake of 30 shares — an estimated $1.5K sold.

Laffer Tengler Investments first reported a position in PRIM in Q3 2021 and held it in 7 quarters. The position peaked at $1.5K in Q2 2024. 303 funds tracked by Wall St. Rank hold PRIM as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Primoris Services position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 30 Primoris Services shares in Q3 2024, an estimated $1.5K.
  • Laffer Tengler Investments first reported a position in Primoris Services in Q3 2021 and held it in 7 quarters.
  • Laffer Tengler Investments's Primoris Services position peaked at $1.5K in Q2 2024.
  • 303 funds tracked by Wall St. Rank held Primoris Services as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.