Colonial Trust Advisors’s Primerica PRI Stock Holding History

Colonial Trust 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
2024 Q2	–	Sell	-20	Closed	-$5.06K	–	957
2024 Q1	$5.06K	Buy	+20	New	+$4.73K	﹤0.01%	690

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Colonial Trust Advisors's PRI Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Primerica (PRI) in Q2 2024, closing a stake of 20 shares — an estimated $5.06K sold.

Colonial Trust Advisors first reported a position in PRI in Q1 2024 and held it in 1 quarter. The position peaked at $5.06K in Q1 2024. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

Colonial Trust Advisors reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 20 Primerica shares in Q2 2024, an estimated $5.06K.
Colonial Trust Advisors first reported a position in Primerica in Q1 2024 and held it in 1 quarter.
Colonial Trust Advisors's Primerica position peaked at $5.06K in Q1 2024.
408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.