FSC Wealth Advisors’s Primoris Services PRIM Stock Holding History

FSC 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 Q3	–	Sell	-1,403	Closed	-$70K	–	306
2024 Q2	$70K	Buy	+1,403	New	+$69.4K	0.05%	98

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSC Wealth Advisors's PRIM Position: Q3 2024 in Review

FSC Wealth Advisors sold out of Primoris Services (PRIM) in Q3 2024, closing a stake of 1,403 shares — an estimated $70K sold.

FSC Wealth Advisors first reported a position in PRIM in Q2 2024 and held it in 1 quarter. The position peaked at $70K in Q2 2024. 303 funds tracked by Wall St. Rank hold PRIM as of Q3 2024.

FSC Wealth Advisors reported no remaining Primoris Services position as of Q3 2024 after selling out during the quarter.
FSC Wealth Advisors sold 1,403 Primoris Services shares in Q3 2024, an estimated $70K.
FSC Wealth Advisors first reported a position in Primoris Services in Q2 2024 and held it in 1 quarter.
FSC Wealth Advisors's Primoris Services position peaked at $70K in Q2 2024.
303 funds tracked by Wall St. Rank held Primoris Services as of Q3 2024.

Based on FSC Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.