CDIA
PRI icon

Capital Directions Investment Advisors’s Primerica PRI Stock Holding History

Capital Directions Investment 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
2020
Q2 		– Sell
-316
Closed -$28K – 236
2020
Q1 		$28K Hold
316
– – 0.01% 141
2019
Q4 		$41K Hold
316
– – 0.01% 147
2019
Q3 		$40K Buy
+316
New +$38.1K 0.01% 143

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Directions Investment Advisors's PRI Position: Q2 2020 in Review

Capital Directions Investment Advisors sold out of Primerica (PRI) in Q2 2020, closing a stake of 316 shares — an estimated $28K sold.

Capital Directions Investment Advisors first reported a position in PRI in Q3 2019 and held it in 3 quarters. The position peaked at $41K in Q4 2019. 300 funds tracked by Wall St. Rank hold PRI as of Q2 2020.

  • Capital Directions Investment Advisors reported no remaining Primerica position as of Q2 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 316 Primerica shares in Q2 2020, an estimated $28K.
  • Capital Directions Investment Advisors first reported a position in Primerica in Q3 2019 and held it in 3 quarters.
  • Capital Directions Investment Advisors's Primerica position peaked at $41K in Q4 2019.
  • 300 funds tracked by Wall St. Rank held Primerica as of Q2 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.