CSat Investment Advisory’s Primerica PRI Stock Holding History

CSat Investment Advisory’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	-152	Closed	-$17K	–	846
2020 Q3	$17K	Buy	152 +20	+15%	+$2.43K	﹤0.01%	914
2020 Q2	$15K	Sell	132 -1	-0.8%	-$106	﹤0.01%	925
2020 Q1	$12K	Buy	133 +17	+15%	+$1.94K	﹤0.01%	865
2019 Q4	$15K	Buy	116 +23	+25%	+$2.97K	﹤0.01%	877
2019 Q3	$12K	Buy	93 +12	+15%	+$1.45K	﹤0.01%	863
2019 Q2	$10K	Buy	+81	New	+$10K	﹤0.01%	885

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 $665M AUM 25.91% 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

CSat Investment Advisory's PRI Position: Q4 2020 in Review

CSat Investment Advisory sold out of Primerica (PRI) in Q4 2020, closing a stake of 152 shares — an estimated $17K sold.

CSat Investment Advisory first reported a position in PRI in Q2 2019 and held it in 6 quarters. The position peaked at $17K in Q3 2020. 334 funds tracked by Wall St. Rank hold PRI as of Q4 2020.

CSat Investment Advisory reported no remaining Primerica position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 152 Primerica shares in Q4 2020, an estimated $17K.
CSat Investment Advisory first reported a position in Primerica in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Primerica position peaked at $17K in Q3 2020.
334 funds tracked by Wall St. Rank held Primerica as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.