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Coppell Advisory Solutions’s Primerica PRI Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-8
Closed -$2.16K – 1465
2024
Q4 		$2.16K Hold
8
– – ﹤0.01% 1524
2024
Q3 		$2.1K Hold
8
– – ﹤0.01% 1436
2024
Q2 		$1.89K Buy
+8
New +$1.81K ﹤0.01% 1395
2023
Q4 		$1.65K Buy
+8
New +$1.64K ﹤0.01% 1326
2023
Q3 		– Sell
-8
Closed -$1.58K – 1463
2023
Q2 		$1.58K Buy
+8
New +$1.47K ﹤0.01% 1052

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Coppell Advisory Solutions's PRI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Primerica (PRI) in Q1 2025, closing a stake of 8 shares — an estimated $2.16K sold.

Coppell Advisory Solutions first reported a position in PRI in Q2 2023 and held it in 5 quarters. The position peaked at $2.16K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 8 Primerica shares in Q1 2025, an estimated $2.16K.
  • Coppell Advisory Solutions first reported a position in Primerica in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Primerica position peaked at $2.16K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.