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Simplicity Wealth’s Primoris Services PRIM Stock Holding History

Simplicity Wealth’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
2025
Q2 		– Sell
-4,650
Closed -$267K – 647
2025
Q1 		$267K Sell
4,650
-6,673
-59% -$483K 0.02% 445
2024
Q4 		$865K Sell
11,323
-9
-0.1% -$657 0.18% 104
2024
Q3 		$658K Sell
11,332
-78
-0.7% -$4.16K 0.06% 251
2024
Q2 		$569K Buy
11,410
+6,550
+135% +$324K 0.01% 703
2024
Q1 		$207K Buy
+4,860
New +$179K ﹤0.01% 1060

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Simplicity Wealth's PRIM Position: Q2 2025 in Review

Simplicity Wealth sold out of Primoris Services (PRIM) in Q2 2025, closing a stake of 4,650 shares — an estimated $267K sold.

Simplicity Wealth first reported a position in PRIM in Q1 2024 and held it in 5 quarters. The position peaked at $865K in Q4 2024. 387 funds tracked by Wall St. Rank hold PRIM as of Q2 2025.

  • Simplicity Wealth reported no remaining Primoris Services position as of Q2 2025 after selling out during the quarter.
  • Simplicity Wealth sold 4,650 Primoris Services shares in Q2 2025, an estimated $267K.
  • Simplicity Wealth first reported a position in Primoris Services in Q1 2024 and held it in 5 quarters.
  • Simplicity Wealth's Primoris Services position peaked at $865K in Q4 2024.
  • 387 funds tracked by Wall St. Rank held Primoris Services as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.