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Advisor Group’s Primerica PRI Stock Holding History

Advisor Group’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
2019
Q4 		$466K Buy
3,570
+475
+15% +$61.3K ﹤0.01% 1724
2019
Q3 		$395K Buy
3,095
+69
+2% +$8.33K ﹤0.01% 1781
2019
Q2 		$363K Buy
3,026
+271
+10% +$33.6K ﹤0.01% 1846
2019
Q1 		$338K Sell
2,755
-240
-8% -$27.6K ﹤0.01% 1877
2018
Q4 		$292K Sell
2,995
-392
-12% -$43.6K ﹤0.01% 1796
2018
Q3 		$408K Buy
3,387
+671
+25% +$77.8K ﹤0.01% 1617
2018
Q2 		$270K Sell
2,716
-1,133
-29% -$111K ﹤0.01% 1756
2018
Q1 		$371K Buy
3,849
+68
+2% +$6.83K 0.01% 1532
2017
Q4 		$383K Sell
3,781
-312
-8% -$29.7K 0.01% 1503
2017
Q3 		$333K Sell
4,093
-396
-9% -$30.9K 0.01% 1460
2017
Q2 		$340K Buy
4,489
+596
+15% +$46.8K 0.01% 1391
2017
Q1 		$320K Sell
3,893
-217
-5% -$16.9K 0.01% 1348
2016
Q4 		$284K Sell
4,110
-540
-12% -$34.3K 0.01% 1335
2016
Q3 		$247K Sell
4,650
-4
-0.1% -$221 0.01% 1391
2016
Q2 		$265K Buy
+4,654
New +$242K 0.01% 1259

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's PRI Position: Q4 2019 in Review

Advisor Group increased its Primerica (PRI) stake by 15% in Q4 2019, buying an estimated $61.3K and bringing the position to 3,570 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Advisor Group first reported a position in PRI in Q2 2016 and has held it in 15 quarters since. 310 funds tracked by Wall St. Rank hold PRI as of Q4 2019.

  • Advisor Group held 3,570 shares of Primerica worth $466K as of Q4 2019.
  • Advisor Group bought 475 Primerica shares in Q4 2019, an estimated $61.3K.
  • Primerica made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1724 holding.
  • Advisor Group first reported a position in Primerica in Q2 2016 and has held it in 15 quarters since.
  • 310 funds tracked by Wall St. Rank held Primerica as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.