Column Capital Advisors’s Primerica PRI Stock Holding History

Column Capital 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
2020 Q4	–	Sell	-78	Closed	-$9K	–	732
2020 Q3	$9K	Sell	78 -37	-32%	-$4.5K	﹤0.01%	457
2020 Q2	$13K	Buy	115 +37	+47%	+$3.94K	﹤0.01%	438
2020 Q1	$7K	Sell	78 -74	-49%	-$8.46K	﹤0.01%	444
2019 Q4	$19K	Buy	+152	New	+$19.6K	0.01%	366

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

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

BAMCO Inc New York $33.1B AUM 11.16% 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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Column Capital Advisors's PRI Position: Q4 2020 in Review

Column Capital Advisors sold out of Primerica (PRI) in Q4 2020, closing a stake of 78 shares — an estimated $9K sold.

Column Capital Advisors first reported a position in PRI in Q4 2019 and held it in 4 quarters. The position peaked at $19K in Q4 2019. 334 funds tracked by Wall St. Rank hold PRI as of Q4 2020.

Column Capital Advisors reported no remaining Primerica position as of Q4 2020 after selling out during the quarter.
Column Capital Advisors sold 78 Primerica shares in Q4 2020, an estimated $9K.
Column Capital Advisors first reported a position in Primerica in Q4 2019 and held it in 4 quarters.
Column Capital Advisors's Primerica position peaked at $19K in Q4 2019.
334 funds tracked by Wall St. Rank held Primerica as of Q4 2020.

Based on Column Capital Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.