TCI Wealth Advisors’s Primoris Services PRIM Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-1	Closed	-$25	–	1707
2023 Q1	$25	Hold	1	–	–	﹤0.01%	2479
2022 Q4	$22	Sell	1 -209	-100%	-$4.22K	﹤0.01%	2461
2022 Q3	$3K	Buy	210 +30	+17%	+$626	﹤0.01%	1819
2022 Q2	$4K	Sell	180 -24	-12%	-$578	﹤0.01%	1676
2022 Q1	$5K	Hold	204	–	–	﹤0.01%	1579
2021 Q4	$5K	Buy	204 +35	+21%	+$885	﹤0.01%	1699
2021 Q3	$4K	Buy	169 +6	+4%	+$161	﹤0.01%	1801
2021 Q2	$5K	Buy	163 +113	+226%	+$3.65K	﹤0.01%	1471
2021 Q1	$2K	Buy	+50	New	+$1.65K	﹤0.01%	1851

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

TCI Wealth Advisors's PRIM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Primoris Services (PRIM) in Q2 2023, closing a stake of 1 share — an estimated $25 sold.

TCI Wealth Advisors first reported a position in PRIM in Q1 2021 and held it in 9 quarters. The position peaked at $5K in Q1 2022. 179 funds tracked by Wall St. Rank hold PRIM as of Q2 2023.

TCI Wealth Advisors reported no remaining Primoris Services position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1 Primoris Services share in Q2 2023, an estimated $25.
TCI Wealth Advisors first reported a position in Primoris Services in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's Primoris Services position peaked at $5K in Q1 2022.
179 funds tracked by Wall St. Rank held Primoris Services as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.