Wipfli Financial Advisors’s Primoris Services PRIM Stock Holding History

Wipfli Financial 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
2022 Q3	$5K	Buy	+337	New	+$7.04K	﹤0.01%	2090

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wipfli Financial Advisors's PRIM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Primoris Services (PRIM) in Q3 2022: 337 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings.

176 funds tracked by Wall St. Rank hold PRIM as of Q3 2022.

Wipfli Financial Advisors held 337 shares of Primoris Services worth $5K as of Q3 2022.
Primoris Services was a new Wipfli Financial Advisors position in Q3 2022.
Primoris Services made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2090 holding.
176 funds tracked by Wall St. Rank held Primoris Services as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.