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RFP Financial Group’s Primoris Services PRIM Stock Holding History

RFP Financial Group’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
-38
Closed -$1.26K – 927
2023
Q4 		$1.26K Hold
38
– – ﹤0.01% 747
2023
Q3 		$1.24K Hold
38
– – ﹤0.01% 743
2023
Q2 		$1.16K Hold
38
– – ﹤0.01% 797
2023
Q1 		$937 Hold
38
– – ﹤0.01% 642
2022
Q4 		$834 Buy
+38
New +$768 ﹤0.01% 809

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

RFP Financial Group's PRIM Position: Q1 2024 in Review

RFP Financial Group sold out of Primoris Services (PRIM) in Q1 2024, closing a stake of 38 shares — an estimated $1.26K sold.

RFP Financial Group first reported a position in PRIM in Q4 2022 and held it in 5 quarters. The position peaked at $1.26K in Q4 2023. 241 funds tracked by Wall St. Rank hold PRIM as of Q1 2024.

  • RFP Financial Group reported no remaining Primoris Services position as of Q1 2024 after selling out during the quarter.
  • RFP Financial Group sold 38 Primoris Services shares in Q1 2024, an estimated $1.26K.
  • RFP Financial Group first reported a position in Primoris Services in Q4 2022 and held it in 5 quarters.
  • RFP Financial Group's Primoris Services position peaked at $1.26K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Primoris Services as of Q1 2024.

Based on RFP Financial Group's 13F filing for Q1 2024, filed 9 May 2024.