Empower Advisory Group
PRIM icon

Empower Advisory Group’s Primoris Services PRIM Stock Holding History

Empower Advisory Group’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
-12,619
Closed -$537K – 509
2024
Q1 		$537K Hold
12,619
– – ﹤0.01% 294
2023
Q4 		$419K Hold
12,619
– – ﹤0.01% 321
2023
Q3 		$413K Hold
12,619
– – ﹤0.01% 321
2023
Q2 		$385K Hold
12,619
– – ﹤0.01% 347
2023
Q1 		$325K Buy
+12,619
New +$319K ﹤0.01% 367

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

Empower Advisory Group's PRIM Position: Q2 2024 in Review

Empower Advisory Group sold out of Primoris Services (PRIM) in Q2 2024, closing a stake of 12,619 shares — an estimated $537K sold.

Empower Advisory Group first reported a position in PRIM in Q1 2023 and held it in 5 quarters. The position peaked at $537K in Q1 2024. 295 funds tracked by Wall St. Rank hold PRIM as of Q2 2024.

  • Empower Advisory Group reported no remaining Primoris Services position as of Q2 2024 after selling out during the quarter.
  • Empower Advisory Group sold 12,619 Primoris Services shares in Q2 2024, an estimated $537K.
  • Empower Advisory Group first reported a position in Primoris Services in Q1 2023 and held it in 5 quarters.
  • Empower Advisory Group's Primoris Services position peaked at $537K in Q1 2024.
  • 295 funds tracked by Wall St. Rank held Primoris Services as of Q2 2024.

Based on Empower Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.