Castleview Partners’s Primerica PRI Stock Holding History

Castleview Partners’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
2023 Q2	–	Sell	-378	Closed	-$65.1K	–	720
2023 Q1	$65.1K	Buy	+378	New	+$62K	0.06%	230
2021 Q2	$11K	Buy	+70	New	+$11.1K	﹤0.01%	673

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

LAM

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

Castleview Partners's PRI Position: Q2 2023 in Review

Castleview Partners sold out of Primerica (PRI) in Q2 2023, closing a stake of 378 shares — an estimated $65.1K sold.

Castleview Partners first reported a position in PRI in Q2 2021 and held it in 2 quarters. The position peaked at $65.1K in Q1 2023. 363 funds tracked by Wall St. Rank hold PRI as of Q2 2023.

Castleview Partners reported no remaining Primerica position as of Q2 2023 after selling out during the quarter.
Castleview Partners sold 378 Primerica shares in Q2 2023, an estimated $65.1K.
Castleview Partners first reported a position in Primerica in Q2 2021 and held it in 2 quarters.
Castleview Partners's Primerica position peaked at $65.1K in Q1 2023.
363 funds tracked by Wall St. Rank held Primerica as of Q2 2023.

Based on Castleview Partners's 13F filing for Q2 2023, filed 15 Aug 2023.