AXS Investments’s Primerica PRI Stock Holding History

AXS Investments’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
2024 Q1	–	Sell	-445	Closed	-$91.6K	–	398
2023 Q4	$91.6K	Sell	445 -785	-64%	-$160K	0.02%	335
2023 Q3	$239K	Buy	1,230 +785	+176%	+$161K	0.06%	255
2023 Q2	$88K	Sell	445 -425	-49%	-$78K	0.02%	312
2023 Q1	$150K	Buy	+870	New	+$143K	0.05%	235

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

AXS Investments's PRI Position: Q1 2024 in Review

AXS Investments sold out of Primerica (PRI) in Q1 2024, closing a stake of 445 shares — an estimated $91.6K sold.

AXS Investments first reported a position in PRI in Q1 2023 and held it in 4 quarters. The position peaked at $239K in Q3 2023. 400 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

AXS Investments reported no remaining Primerica position as of Q1 2024 after selling out during the quarter.
AXS Investments sold 445 Primerica shares in Q1 2024, an estimated $91.6K.
AXS Investments first reported a position in Primerica in Q1 2023 and held it in 4 quarters.
AXS Investments's Primerica position peaked at $239K in Q3 2023.
400 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on AXS Investments's 13F filing for Q1 2024, filed 13 May 2024.