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Precision Wealth Strategies’s Primoris Services PRIM Stock Holding History

Precision Wealth Strategies’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
Q1 		– Sell
-6,073
Closed -$202K – 117
2023
Q4 		$202K Buy
+6,073
New +$189K 0.2% 85

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Precision Wealth Strategies's PRIM Position: Q1 2024 in Review

Precision Wealth Strategies sold out of Primoris Services (PRIM) in Q1 2024, closing a stake of 6,073 shares — an estimated $202K sold.

Precision Wealth Strategies first reported a position in PRIM in Q4 2023 and held it in 1 quarter. The position peaked at $202K in Q4 2023. 241 funds tracked by Wall St. Rank hold PRIM as of Q1 2024.

  • Precision Wealth Strategies reported no remaining Primoris Services position as of Q1 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 6,073 Primoris Services shares in Q1 2024, an estimated $202K.
  • Precision Wealth Strategies first reported a position in Primoris Services in Q4 2023 and held it in 1 quarter.
  • Precision Wealth Strategies's Primoris Services position peaked at $202K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Primoris Services as of Q1 2024.

Based on Precision Wealth Strategies's 13F filing for Q1 2024, filed 1 May 2024.