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Abich Financial Wealth Management’s Primerica PRI Stock Holding History

Abich Financial Wealth Management’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.39K Buy
9
+5
+125% +$1.26K 0.01% 329
2024
Q2 		$946 Buy
+4
New +$907 ﹤0.01% 621

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Abich Financial Wealth Management's PRI Position: Q3 2024 in Review

Abich Financial Wealth Management increased its Primerica (PRI) stake by 125% in Q3 2024, buying an estimated $1.26K and bringing the position to 9 shares worth $2.39K. The position accounts for 0.01% of the portfolio, ranked #329.

Abich Financial Wealth Management first reported a position in PRI in Q2 2024 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold PRI as of Q3 2024.

  • Abich Financial Wealth Management held 9 shares of Primerica worth $2.39K as of Q3 2024.
  • Abich Financial Wealth Management bought 5 Primerica shares in Q3 2024, an estimated $1.26K.
  • Primerica made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #329 holding.
  • Abich Financial Wealth Management first reported a position in Primerica in Q2 2024 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Primerica as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.