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Summit Wealth & Retirement Planning’s Primoris Services PRIM Stock Holding History

Summit Wealth & Retirement Planning’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
2021
Q4 		– Sell
-11,734
Closed -$287K – 95
2021
Q3 		$287K Sell
11,734
-2,469
-17% -$66.3K 0.11% 76
2021
Q2 		$418K Sell
14,203
-682
-5% -$22K 0.15% 64
2021
Q1 		$493K Buy
+14,885
New +$490K 0.18% 70

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Wealth & Retirement Planning's PRIM Position: Q4 2021 in Review

Summit Wealth & Retirement Planning sold out of Primoris Services (PRIM) in Q4 2021, closing a stake of 11,734 shares — an estimated $287K sold.

Summit Wealth & Retirement Planning first reported a position in PRIM in Q1 2021 and held it in 3 quarters. The position peaked at $493K in Q1 2021. 173 funds tracked by Wall St. Rank hold PRIM as of Q4 2021.

  • Summit Wealth & Retirement Planning reported no remaining Primoris Services position as of Q4 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 11,734 Primoris Services shares in Q4 2021, an estimated $287K.
  • Summit Wealth & Retirement Planning first reported a position in Primoris Services in Q1 2021 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Primoris Services position peaked at $493K in Q1 2021.
  • 173 funds tracked by Wall St. Rank held Primoris Services as of Q4 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2021, filed 3 Feb 2022.