AWM
PRIM icon

Avior Wealth Management’s Primoris Services PRIM Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-10
Closed -$425 – 3347
2024
Q1 		$425 Buy
+10
New +$369 ﹤0.01% 2610

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's PRIM Position: Q2 2024 in Review

Avior Wealth Management sold out of Primoris Services (PRIM) in Q2 2024, closing a stake of 10 shares — an estimated $425 sold.

Avior Wealth Management first reported a position in PRIM in Q1 2024 and held it in 1 quarter. The position peaked at $425 in Q1 2024. 295 funds tracked by Wall St. Rank hold PRIM as of Q2 2024.

  • Avior Wealth Management reported no remaining Primoris Services position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 10 Primoris Services shares in Q2 2024, an estimated $425.
  • Avior Wealth Management first reported a position in Primoris Services in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Primoris Services position peaked at $425 in Q1 2024.
  • 295 funds tracked by Wall St. Rank held Primoris Services as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.