RJA
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Raymond James & Associates’s Primoris Services PRIM Stock Holding History

Raymond James & Associates’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 		$3.67M Sell
63,256
-721
-1% -$38.5K ﹤0.01% 1863
2024
Q2 		$3.19M Buy
63,977
+32,315
+102% +$1.6M ﹤0.01% 1883
2024
Q1 		$1.35M Sell
31,662
-2,254
-7% -$83.2K ﹤0.01% 2412
2023
Q4 		$1.13M Sell
33,916
-27,139
-44% -$846K ﹤0.01% 2445
2023
Q3 		$2M Buy
61,055
+11,254
+23% +$368K ﹤0.01% 2022
2023
Q2 		$1.52M Buy
+49,801
New +$1.33M ﹤0.01% 2231
2022
Q2 		– Sell
-16,172
Closed -$385K – 4174
2022
Q1 		$385K Buy
16,172
+1,345
+9% +$34.6K ﹤0.01% 3239
2021
Q4 		$356K Sell
14,827
-7,739
-34% -$196K ﹤0.01% 3336
2021
Q3 		$553K Sell
22,566
-3,390
-13% -$91.1K ﹤0.01% 2996
2021
Q2 		$764K Buy
25,956
+814
+3% +$26.3K ﹤0.01% 2772
2021
Q1 		$833K Buy
25,142
+655
+3% +$21.6K ﹤0.01% 2626
2020
Q4 		$676K Buy
+24,487
New +$564K ﹤0.01% 2602
2020
Q2 		– Sell
-11,793
Closed -$188K – 3630
2020
Q1 		$188K Sell
11,793
-4,444
-27% -$86.6K ﹤0.01% 3060
2019
Q4 		$361K Buy
16,237
+557
+4% +$11.9K ﹤0.01% 2965
2019
Q3 		$307K Buy
+15,680
New +$313K ﹤0.01% 2998
2017
Q4 		– Sell
-64,771
Closed -$1.91M – 3507
2017
Q3 		$1.91M Buy
64,771
+18,809
+41% +$501K ﹤0.01% 1676
2017
Q2 		$1.15M Sell
45,962
-305
-0.7% -$7.21K ﹤0.01% 1941
2017
Q1 		$1.07M Buy
46,267
+413
+0.9% +$9.92K ﹤0.01% 1934
2016
Q4 		$1.04M Sell
45,854
-393
-0.8% -$8.64K ﹤0.01% 1903
2016
Q3 		$953K Sell
46,247
-405
-0.9% -$7.64K ﹤0.01% 1918
2016
Q2 		$883K Sell
46,652
-1,408
-3% -$30.4K ﹤0.01% 1803
2016
Q1 		$1.17M Buy
48,060
+469
+1% +$10K ﹤0.01% 1595
2015
Q4 		$1.05M Sell
47,591
-28,333
-37% -$603K ﹤0.01% 1612
2015
Q3 		$1.36M Buy
75,924
+14,226
+23% +$256K 0.01% 1433
2015
Q2 		$1.22M Buy
61,698
+15,229
+33% +$291K ﹤0.01% 1619
2015
Q1 		$799K Buy
46,469
+8,143
+21% +$159K ﹤0.01% 1794
2014
Q4 		$891K Buy
+38,326
New +$959K ﹤0.01% 1639

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates's PRIM Position: Q3 2024 in Review

Raymond James & Associates reduced its Primoris Services (PRIM) stake by 1.1% in Q3 2024, selling an estimated $38.5K and leaving 63,256 shares worth $3.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Raymond James & Associates first reported a position in PRIM in Q4 2014 and has held it in 27 quarters since. 303 funds tracked by Wall St. Rank hold PRIM as of Q3 2024.

  • Raymond James & Associates held 63,256 shares of Primoris Services worth $3.67M as of Q3 2024.
  • Raymond James & Associates sold 721 Primoris Services shares in Q3 2024, an estimated $38.5K.
  • Primoris Services made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1863 holding.
  • Raymond James & Associates first reported a position in Primoris Services in Q4 2014 and has held it in 27 quarters since.
  • 303 funds tracked by Wall St. Rank held Primoris Services as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.