APA
PRI icon

American Portfolios Advisors’s Primerica PRI Stock Holding History

American Portfolios Advisors’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 		$242K Sell
1,964
-3
-0.2% -$380 0.01% 947
2022
Q2 		$235K Sell
1,967
-32
-2% -$4.03K 0.01% 969
2022
Q1 		$274K Sell
1,999
-1
-0.1% -$142 0.01% 1020
2021
Q4 		$307K Buy
2,000
+76
+4% +$12.1K 0.01% 958
2021
Q3 		$296K Buy
1,924
+94
+5% +$14K 0.01% 948
2021
Q2 		$280K Buy
1,830
+22
+1% +$3.47K 0.01% 968
2021
Q1 		$267K Buy
1,808
+50
+3% +$7.17K 0.01% 909
2020
Q4 		$235K Sell
1,758
-105
-6% -$13.2K 0.01% 829
2020
Q3 		$211K Buy
1,863
+39
+2% +$4.74K 0.01% 775
2020
Q2 		$213K Buy
1,824
+6
+0.3% +$638 0.01% 727
2020
Q1 		$161K Buy
1,818
+40
+2% +$4.57K 0.01% 722
2019
Q4 		$232K Buy
1,778
+24
+1% +$3.1K 0.02% 693
2019
Q3 		$223K Buy
1,754
+8
+0.5% +$966 0.02% 676
2019
Q2 		$209K Sell
1,746
-54
-3% -$6.69K 0.02% 699
2019
Q1 		$220K Buy
1,800
+82
+5% +$9.45K 0.02% 608
2018
Q4 		$168K Buy
1,718
+13
+0.8% +$1.45K 0.02% 568
2018
Q3 		$206K Buy
1,705
+36
+2% +$4.17K 0.02% 567
2018
Q2 		$166K Buy
1,669
+45
+3% +$4.4K 0.02% 624
2018
Q1 		$157K Buy
1,624
+138
+9% +$13.9K 0.02% 605
2017
Q4 		$151K Buy
+1,486
New +$142K 0.02% 607

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

American Portfolios Advisors's PRI Position: Q3 2022 in Review

American Portfolios Advisors reduced its Primerica (PRI) stake by 0.15% in Q3 2022, selling an estimated $380 and leaving 1,964 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #947.

American Portfolios Advisors first reported a position in PRI in Q4 2017 and has held it in 20 quarters since. The position peaked at $307K in Q4 2021. 301 funds tracked by Wall St. Rank hold PRI as of Q3 2022.

  • American Portfolios Advisors held 1,964 shares of Primerica worth $242K as of Q3 2022.
  • American Portfolios Advisors sold 3 Primerica shares in Q3 2022, an estimated $380.
  • Primerica made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #947 holding.
  • American Portfolios Advisors first reported a position in Primerica in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Primerica position peaked at $307K in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Primerica as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.