Arkadios Wealth Advisors’s Primerica PRI Stock Holding History

Arkadios Wealth 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
2021 Q3	–	Sell	-92	Closed	-$14K	–	2015
2021 Q2	$14K	Buy	+92	New	+$14.5K	﹤0.01%	1432

Other funds holding PRI

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

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

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

Arkadios Wealth Advisors's PRI Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Primerica (PRI) in Q3 2021, closing a stake of 92 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in PRI in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 308 funds tracked by Wall St. Rank hold PRI as of Q3 2021.

Arkadios Wealth Advisors reported no remaining Primerica position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 92 Primerica shares in Q3 2021, an estimated $14K.
Arkadios Wealth Advisors first reported a position in Primerica in Q2 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's Primerica position peaked at $14K in Q2 2021.
308 funds tracked by Wall St. Rank held Primerica as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.