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PAX Financial Group’s Primoris Services PRIM Stock Holding History

PAX Financial 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
-17,784
Closed -$757K – 253
2024
Q1 		$757K Buy
+17,784
New +$656K 0.15% 120

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

PAX Financial Group's PRIM Position: Q2 2024 in Review

PAX Financial Group sold out of Primoris Services (PRIM) in Q2 2024, closing a stake of 17,784 shares — an estimated $757K sold.

PAX Financial Group first reported a position in PRIM in Q1 2024 and held it in 1 quarter. The position peaked at $757K in Q1 2024. 295 funds tracked by Wall St. Rank hold PRIM as of Q2 2024.

  • PAX Financial Group reported no remaining Primoris Services position as of Q2 2024 after selling out during the quarter.
  • PAX Financial Group sold 17,784 Primoris Services shares in Q2 2024, an estimated $757K.
  • PAX Financial Group first reported a position in Primoris Services in Q1 2024 and held it in 1 quarter.
  • PAX Financial Group's Primoris Services position peaked at $757K in Q1 2024.
  • 295 funds tracked by Wall St. Rank held Primoris Services as of Q2 2024.

Based on PAX Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.