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Acima Private Wealth’s Primerica PRI Stock Holding History

Acima Private Wealth’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
Q1 		– Sell
-42
Closed -$8.64K – 225
2023
Q4 		$8.64K Hold
42
– – ﹤0.01% 205
2023
Q3 		$8.15K Hold
42
– – ﹤0.01% 215
2023
Q2 		$8.31K Hold
42
– – ﹤0.01% 225
2023
Q1 		$7.23K Buy
+42
New +$6.88K ﹤0.01% 236

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Acima Private Wealth's PRI Position: Q1 2024 in Review

Acima Private Wealth sold out of Primerica (PRI) in Q1 2024, closing a stake of 42 shares — an estimated $8.64K sold.

Acima Private Wealth first reported a position in PRI in Q1 2023 and held it in 4 quarters. The position peaked at $8.64K in Q4 2023. 400 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

  • Acima Private Wealth reported no remaining Primerica position as of Q1 2024 after selling out during the quarter.
  • Acima Private Wealth sold 42 Primerica shares in Q1 2024, an estimated $8.64K.
  • Acima Private Wealth first reported a position in Primerica in Q1 2023 and held it in 4 quarters.
  • Acima Private Wealth's Primerica position peaked at $8.64K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.