JWA
PRIM icon

JFS Wealth Advisors’s Primoris Services PRIM Stock Holding History

JFS 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
2026
Q2 		$4.17K Hold
42
– – ﹤0.01% 1349
2026
Q1 		$6.01K Buy
42
+3
+8% +$439 ﹤0.01% 1129
2025
Q4 		$4.84K Buy
39
+13
+50% +$1.7K ﹤0.01% 1250
2025
Q3 		$3.57K Buy
26
+2
+8% +$215 ﹤0.01% 1245
2025
Q2 		$1.87K Buy
24
+19
+380% +$1.29K ﹤0.01% 1406
2025
Q1 		$288 Sell
5
-16
-76% -$1.16K ﹤0.01% 1819
2024
Q4 		$1.6K Buy
+21
New +$1.53K ﹤0.01% 1553
2022
Q4 		– Sell
-10
Closed – – 1987
2022
Q3 		$0 Buy
10
+1
+11% +$21 ﹤0.01% 1882
2022
Q2 		$0 Buy
9
+2
+29% +$48 ﹤0.01% 1895
2022
Q1 		$0 Buy
7
+5
+250% +$129 ﹤0.01% 1933
2021
Q4 		$0 Buy
+2
New +$51 ﹤0.01% 1842

Other funds holding PRIM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return