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Lloyd Advisory Services’s Primoris Services PRIM Stock Holding History

Lloyd Advisory Services’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
Q2 		– Sell
-74
Closed -$2K – 430
2022
Q1 		$2K Buy
+74
New +$1.91K ﹤0.01% 533

Other funds holding PRIM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $11.3B AUM 31.98% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lloyd Advisory Services's PRIM Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Primoris Services (PRIM) in Q2 2022, closing a stake of 74 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in PRIM in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 155 funds tracked by Wall St. Rank hold PRIM as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Primoris Services position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 74 Primoris Services shares in Q2 2022, an estimated $2K.
  • Lloyd Advisory Services first reported a position in Primoris Services in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Primoris Services position peaked at $2K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Primoris Services as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.