Wealth Enhancement Advisory Services
PRMW

Wealth Enhancement Advisory Services’s Primo Water Corporation PRMW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PRMW Stock Details PRMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-325,536
Closed -$5.93M – 2718
2024
Q1 		$5.93M Sell
325,536
-1,101
-0.3% -$17.3K 0.02% 619
2023
Q4 		$4.92M Sell
326,637
-117
-0% -$1.67K 0.01% 617
2023
Q3 		$4.51M Buy
+326,754
New +$4.67M 0.01% 605

Other funds holding PRMW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services's PRMW Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Primo Water Corporation (PRMW) in Q2 2024, closing a stake of 325,536 shares — an estimated $5.93M sold.

Wealth Enhancement Advisory Services first reported a position in PRMW in Q3 2023 and held it in 3 quarters. The position peaked at $5.93M in Q1 2024. 283 funds tracked by Wall St. Rank hold PRMW as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining Primo Water Corporation position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 325,536 Primo Water Corporation shares in Q2 2024, an estimated $5.93M.
  • Wealth Enhancement Advisory Services first reported a position in Primo Water Corporation in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Primo Water Corporation position peaked at $5.93M in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Primo Water Corporation as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.