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Atticus Wealth Management’s Primerica PRI Stock Holding History

Atticus Wealth Management’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
2023
Q4 		– Sell
-12
Closed -$2.33K – 595
2023
Q3 		$2.33K Hold
12
– – ﹤0.01% 491
2023
Q2 		$2.37K Buy
+12
New +$2.2K ﹤0.01% 485

Other funds holding PRI

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Vanguard Group
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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
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atticus Wealth Management's PRI Position: Q4 2023 in Review

Atticus Wealth Management sold out of Primerica (PRI) in Q4 2023, closing a stake of 12 shares — an estimated $2.33K sold.

Atticus Wealth Management first reported a position in PRI in Q2 2023 and held it in 2 quarters. The position peaked at $2.37K in Q2 2023. 395 funds tracked by Wall St. Rank hold PRI as of Q4 2023.

  • Atticus Wealth Management reported no remaining Primerica position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 12 Primerica shares in Q4 2023, an estimated $2.33K.
  • Atticus Wealth Management first reported a position in Primerica in Q2 2023 and held it in 2 quarters.
  • Atticus Wealth Management's Primerica position peaked at $2.37K in Q2 2023.
  • 395 funds tracked by Wall St. Rank held Primerica as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.