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CIBC World Markets’s Primerica PRI Stock Holding History

CIBC World Markets’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
-4,225
Closed -$625K – 867
2021
Q1 		$625K Buy
+4,225
New +$606K ﹤0.01% 746
2020
Q1 		– Sell
-3,000
Closed -$392K – 699
2019
Q4 		$392K Buy
+3,000
New +$387K ﹤0.01% 747

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

CIBC World Markets's PRI Position: Q2 2021 in Review

CIBC World Markets sold out of Primerica (PRI) in Q2 2021, closing a stake of 4,225 shares — an estimated $625K sold.

CIBC World Markets first reported a position in PRI in Q4 2019 and held it in 2 quarters. The position peaked at $625K in Q1 2021. 318 funds tracked by Wall St. Rank hold PRI as of Q2 2021.

  • CIBC World Markets reported no remaining Primerica position as of Q2 2021 after selling out during the quarter.
  • CIBC World Markets sold 4,225 Primerica shares in Q2 2021, an estimated $625K.
  • CIBC World Markets first reported a position in Primerica in Q4 2019 and held it in 2 quarters.
  • CIBC World Markets's Primerica position peaked at $625K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Primerica as of Q2 2021.

Based on CIBC World Markets's 13F filing for Q2 2021, filed 10 Aug 2021.