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Ahrens Investment Partners’s Primerica PRI Stock Holding History

Ahrens Investment Partners’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
2022
Q3 		– Sell
-178
Closed -$21K – 710
2022
Q2 		$21K Hold
178
– – 0.01% 493
2022
Q1 		$24K Buy
+178
New +$25.3K 0.01% 550

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BWA
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BAMCO Inc
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Ahrens Investment Partners's PRI Position: Q3 2022 in Review

Ahrens Investment Partners sold out of Primerica (PRI) in Q3 2022, closing a stake of 178 shares — an estimated $21K sold.

Ahrens Investment Partners first reported a position in PRI in Q1 2022 and held it in 2 quarters. The position peaked at $24K in Q1 2022. 301 funds tracked by Wall St. Rank hold PRI as of Q3 2022.

  • Ahrens Investment Partners reported no remaining Primerica position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 178 Primerica shares in Q3 2022, an estimated $21K.
  • Ahrens Investment Partners first reported a position in Primerica in Q1 2022 and held it in 2 quarters.
  • Ahrens Investment Partners's Primerica position peaked at $24K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held Primerica as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.