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Carroll Financial Associates’s Primerica PRI Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-7
Closed -$1K – 1819
2021
Q1 		$1K Buy
+7
New +$1K ﹤0.01% 1587

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BAMCO Inc
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BWA
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BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
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CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carroll Financial Associates's PRI Position: Q2 2021 in Review

Carroll Financial Associates sold out of Primerica (PRI) in Q2 2021, closing a stake of 7 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in PRI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 318 funds tracked by Wall St. Rank hold PRI as of Q2 2021.

  • Carroll Financial Associates reported no remaining Primerica position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 7 Primerica shares in Q2 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Primerica in Q1 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Primerica position peaked at $1K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Primerica as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.