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Concord Wealth Partners’s Primerica PRI Stock Holding History

Concord Wealth 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
2022
Q3 		– Sell
-8
Closed -$1K – 873
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1175
2022
Q1 		$1K Buy
+8
New +$1.14K ﹤0.01% 1238

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Concord Wealth Partners's PRI Position: Q3 2022 in Review

Concord Wealth Partners sold out of Primerica (PRI) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in PRI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 301 funds tracked by Wall St. Rank hold PRI as of Q3 2022.

  • Concord Wealth Partners reported no remaining Primerica position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 8 Primerica shares in Q3 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Primerica in Q1 2022 and held it in 2 quarters.
  • Concord Wealth Partners's Primerica position peaked at $1K in Q2 2022.
  • 301 funds tracked by Wall St. Rank held Primerica as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.