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Raymond James Financial Services Advisors’s Primoris Services PRIM Stock Holding History

Raymond James Financial Services 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
-8,894
Closed -$444K – 3535
2024
Q2 		$444K Buy
+8,894
New +$440K ﹤0.01% 2624
2022
Q4 		– Sell
-27,614
Closed -$449K – 3353
2022
Q3 		$449K Buy
+27,614
New +$577K ﹤0.01% 2308

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Financial Services Advisors's PRIM Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of Primoris Services (PRIM) in Q3 2024, closing a stake of 8,894 shares — an estimated $444K sold.

Raymond James Financial Services Advisors first reported a position in PRIM in Q3 2022 and held it in 2 quarters. The position peaked at $449K in Q3 2022. 303 funds tracked by Wall St. Rank hold PRIM as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining Primoris Services position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 8,894 Primoris Services shares in Q3 2024, an estimated $444K.
  • Raymond James Financial Services Advisors first reported a position in Primoris Services in Q3 2022 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's Primoris Services position peaked at $449K in Q3 2022.
  • 303 funds tracked by Wall St. Rank held Primoris Services as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.