Capitolis Advisors’s Primerica PRI Stock Holding History

Capitolis 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 Q1	–	Sell	-8,808	Closed	-$1.35M	–	410
2021 Q4	$1.35M	Buy	+8,808	New	+$1.4M	0.01%	453

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

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

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 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capitolis Advisors's PRI Position: Q1 2022 in Review

Capitolis Advisors sold out of Primerica (PRI) in Q1 2022, closing a stake of 8,808 shares — an estimated $1.35M sold.

Capitolis Advisors first reported a position in PRI in Q4 2021 and held it in 1 quarter. The position peaked at $1.35M in Q4 2021. 323 funds tracked by Wall St. Rank hold PRI as of Q1 2022.

Capitolis Advisors reported no remaining Primerica position as of Q1 2022 after selling out during the quarter.
Capitolis Advisors sold 8,808 Primerica shares in Q1 2022, an estimated $1.35M.
Capitolis Advisors first reported a position in Primerica in Q4 2021 and held it in 1 quarter.
Capitolis Advisors's Primerica position peaked at $1.35M in Q4 2021.
323 funds tracked by Wall St. Rank held Primerica as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.