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Cape Investment Advisory’s Primoris Services PRIM Stock Holding History

Cape Investment Advisory’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
2025
Q2 		– Sell
-74
Closed -$4.25K – 1238
2025
Q1 		$4.25K Hold
74
– – ﹤0.01% 783
2024
Q4 		$5.65K Buy
+74
New +$5.41K ﹤0.01% 707
2024
Q1 		– Sell
-58
Closed -$1.93K – 1117
2023
Q4 		$1.93K Buy
+58
New +$1.81K ﹤0.01% 930

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Cape Investment Advisory's PRIM Position: Q2 2025 in Review

Cape Investment Advisory sold out of Primoris Services (PRIM) in Q2 2025, closing a stake of 74 shares — an estimated $4.25K sold.

Cape Investment Advisory first reported a position in PRIM in Q4 2023 and held it in 3 quarters. The position peaked at $5.65K in Q4 2024. 387 funds tracked by Wall St. Rank hold PRIM as of Q2 2025.

  • Cape Investment Advisory reported no remaining Primoris Services position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 74 Primoris Services shares in Q2 2025, an estimated $4.25K.
  • Cape Investment Advisory first reported a position in Primoris Services in Q4 2023 and held it in 3 quarters.
  • Cape Investment Advisory's Primoris Services position peaked at $5.65K in Q4 2024.
  • 387 funds tracked by Wall St. Rank held Primoris Services as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.