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Denali Advisors’s Primerica PRI Stock Holding History

Denali 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
2022
Q2 		– Sell
-6
Closed -$1K – 409
2022
Q1 		$1K Sell
6
-4
-40% -$568 ﹤0.01% 367
2021
Q4 		$2K Buy
+10
New +$1.59K ﹤0.01% 366
2021
Q1 		– Sell
-5
Closed -$1K – 409
2020
Q4 		$1K Buy
+5
New +$628 ﹤0.01% 381

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Denali Advisors's PRI Position: Q2 2022 in Review

Denali Advisors sold out of Primerica (PRI) in Q2 2022, closing a stake of 6 shares — an estimated $1K sold.

Denali Advisors first reported a position in PRI in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 312 funds tracked by Wall St. Rank hold PRI as of Q2 2022.

  • Denali Advisors reported no remaining Primerica position as of Q2 2022 after selling out during the quarter.
  • Denali Advisors sold 6 Primerica shares in Q2 2022, an estimated $1K.
  • Denali Advisors first reported a position in Primerica in Q4 2020 and held it in 3 quarters.
  • Denali Advisors's Primerica position peaked at $2K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held Primerica as of Q2 2022.

Based on Denali Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.