Alaethes Wealth’s Primerica PRI Stock Holding History

Alaethes 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
2022 Q2	–	Sell	-117	Closed	-$16K	–	249
2022 Q1	$16K	Buy	+117	New	+$16.6K	0.01%	194

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alaethes Wealth's PRI Position: Q2 2022 in Review

Alaethes Wealth sold out of Primerica (PRI) in Q2 2022, closing a stake of 117 shares — an estimated $16K sold.

Alaethes Wealth first reported a position in PRI in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 312 funds tracked by Wall St. Rank hold PRI as of Q2 2022.

Alaethes Wealth reported no remaining Primerica position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 117 Primerica shares in Q2 2022, an estimated $16K.
Alaethes Wealth first reported a position in Primerica in Q1 2022 and held it in 1 quarter.
Alaethes Wealth's Primerica position peaked at $16K in Q1 2022.
312 funds tracked by Wall St. Rank held Primerica as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.