BFEC
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Benjamin F. Edwards & Company’s Primoris Services PRIM Stock Holding History

Benjamin F. Edwards & Company’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 		$343K Sell
6,880
-37
-0.5% -$1.83K 0.01% 781
2024
Q1 		$294K Buy
6,917
+126
+2% +$4.65K 0.01% 792
2023
Q4 		$225K Buy
6,791
+144
+2% +$4.49K ﹤0.01% 850
2023
Q3 		$218K Sell
6,647
-637
-9% -$20.8K 0.01% 708
2023
Q2 		$222K Buy
7,284
+1,108
+18% +$29.7K 0.01% 703
2023
Q1 		$152K Buy
6,176
+1,644
+36% +$41.6K 0.01% 790
2022
Q4 		$99K Buy
4,532
+639
+16% +$12.9K ﹤0.01% 903
2022
Q3 		$63K Buy
+3,893
New +$81.3K ﹤0.01% 994
2022
Q1 		– Sell
-4,682
Closed -$112K – 1818
2021
Q4 		$112K Buy
4,682
+353
+8% +$8.92K 0.01% 853
2021
Q3 		$106K Sell
4,329
-60
-1% -$1.61K 0.01% 838
2021
Q2 		$129K Buy
4,389
+533
+14% +$17.2K 0.01% 775
2021
Q1 		$128K Buy
3,856
+706
+22% +$23.2K 0.01% 781
2020
Q4 		$87K Buy
3,150
+2,706
+609% +$62.3K 0.01% 827
2020
Q3 		$8K Buy
+444
New +$7.86K ﹤0.01% 1333

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's PRIM Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Primoris Services (PRIM) stake by 0.53% in Q2 2024, selling an estimated $1.83K and leaving 6,880 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #781.

Benjamin F. Edwards & Company first reported a position in PRIM in Q3 2020 and has held it in 14 quarters since. 294 funds tracked by Wall St. Rank hold PRIM as of Q2 2024.

  • Benjamin F. Edwards & Company held 6,880 shares of Primoris Services worth $343K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 37 Primoris Services shares in Q2 2024, an estimated $1.83K.
  • Primoris Services made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #781 holding.
  • Benjamin F. Edwards & Company first reported a position in Primoris Services in Q3 2020 and has held it in 14 quarters since.
  • 294 funds tracked by Wall St. Rank held Primoris Services as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.