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Primoris Wealth Advisors’s Eos Energy Enterprises EOSE Stock Holding History

Primoris Wealth Advisors’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,500
Closed -$22.2K – 103
2024
Q2 		$22.2K Buy
+17,500
New +$14.5K 0.02% 95

Other funds holding EOSE

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ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return

Primoris Wealth Advisors's EOSE Position: Q3 2024 in Review

Primoris Wealth Advisors sold out of Eos Energy Enterprises (EOSE) in Q3 2024, closing a stake of 17,500 shares — an estimated $22.2K sold.

Primoris Wealth Advisors first reported a position in EOSE in Q2 2024 and held it in 1 quarter. The position peaked at $22.2K in Q2 2024. 126 funds tracked by Wall St. Rank hold EOSE as of Q3 2024.

  • Primoris Wealth Advisors reported no remaining Eos Energy Enterprises position as of Q3 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 17,500 Eos Energy Enterprises shares in Q3 2024, an estimated $22.2K.
  • Primoris Wealth Advisors first reported a position in Eos Energy Enterprises in Q2 2024 and held it in 1 quarter.
  • Primoris Wealth Advisors's Eos Energy Enterprises position peaked at $22.2K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2024.

Based on Primoris Wealth Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.