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B. Riley Wealth Advisors’s Primoris Services PRIM Stock Holding History

B. Riley 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
2024
Q4 		$226K Buy
+2,949
New +$215K 0.01% 990
2024
Q3 		– Sell
-4,805
Closed -$240K – 1395
2024
Q2 		$240K Buy
+4,805
New +$238K 0.01% 1134

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

B. Riley Wealth Advisors's PRIM Position: Q4 2024 in Review

B. Riley Wealth Advisors opened a new position in Primoris Services (PRIM) in Q4 2024: 2,949 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in PRIM as recently as Q2 2024.

B. Riley Wealth Advisors first reported a position in PRIM in Q2 2024 and has held it in 2 quarters since. The position peaked at $240K in Q2 2024. 358 funds tracked by Wall St. Rank hold PRIM as of Q4 2024.

  • B. Riley Wealth Advisors held 2,949 shares of Primoris Services worth $226K as of Q4 2024.
  • Primoris Services was a new B. Riley Wealth Advisors position in Q4 2024.
  • Primoris Services made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #990 holding.
  • B. Riley Wealth Advisors first reported a position in Primoris Services in Q2 2024 and has held it in 2 quarters since.
  • B. Riley Wealth Advisors's Primoris Services position peaked at $240K in Q2 2024.
  • 358 funds tracked by Wall St. Rank held Primoris Services as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.