TFO
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Tarbox Family Office’s Primoris Services PRIM Stock Holding History

Tarbox Family Office’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
Q3 		– Sell
-2,000
Closed -$59K – 1175
2021
Q2 		$59K Buy
+2,000
New +$64.5K 0.01% 225

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tarbox Family Office's PRIM Position: Q3 2021 in Review

Tarbox Family Office sold out of Primoris Services (PRIM) in Q3 2021, closing a stake of 2,000 shares — an estimated $59K sold.

Tarbox Family Office first reported a position in PRIM in Q2 2021 and held it in 1 quarter. The position peaked at $59K in Q2 2021. 186 funds tracked by Wall St. Rank hold PRIM as of Q3 2021.

  • Tarbox Family Office reported no remaining Primoris Services position as of Q3 2021 after selling out during the quarter.
  • Tarbox Family Office sold 2,000 Primoris Services shares in Q3 2021, an estimated $59K.
  • Tarbox Family Office first reported a position in Primoris Services in Q2 2021 and held it in 1 quarter.
  • Tarbox Family Office's Primoris Services position peaked at $59K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Primoris Services as of Q3 2021.

Based on Tarbox Family Office's 13F filing for Q3 2021, filed 12 Oct 2021.