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Primoris Wealth Advisors’s BigBear.ai BBAI Stock Holding History

Primoris Wealth Advisors’s Portfolio BBAI Stock Details BBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,000
Closed -$28.2K – 72
2023
Q2 		$28.2K Buy
12,000
+2,000
+20% +$5.07K 0.03% 68
2023
Q1 		$24.4K Buy
+10,000
New +$26.6K 0.03% 69

Other funds holding BBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primoris Wealth Advisors's BBAI Position: Q3 2023 in Review

Primoris Wealth Advisors sold out of BigBear.ai (BBAI) in Q3 2023, closing a stake of 12,000 shares — an estimated $28.2K sold.

Primoris Wealth Advisors first reported a position in BBAI in Q1 2023 and held it in 2 quarters. The position peaked at $28.2K in Q2 2023. 73 funds tracked by Wall St. Rank hold BBAI as of Q3 2023.

  • Primoris Wealth Advisors reported no remaining BigBear.ai position as of Q3 2023 after selling out during the quarter.
  • Primoris Wealth Advisors sold 12,000 BigBear.ai shares in Q3 2023, an estimated $28.2K.
  • Primoris Wealth Advisors first reported a position in BigBear.ai in Q1 2023 and held it in 2 quarters.
  • Primoris Wealth Advisors's BigBear.ai position peaked at $28.2K in Q2 2023.
  • 73 funds tracked by Wall St. Rank held BigBear.ai as of Q3 2023.

Based on Primoris Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.