CSWM
PRI icon

Cassady Schiller Wealth Management’s Primerica PRI Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.09K Buy
+4
New +$1.13K ﹤0.01% 769

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Cassady Schiller Wealth Management's PRI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Primerica (PRI) in Q4 2024: 4 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings.

488 funds tracked by Wall St. Rank hold PRI as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of Primerica worth $1.09K as of Q4 2024.
  • Primerica was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Primerica made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #769 holding.
  • 488 funds tracked by Wall St. Rank held Primerica as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.