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Doyle Wealth Management’s Primerica PRI Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-450
Closed -$54K – 606
2019
Q2 		$54K Buy
+450
New +$55.7K 0.01% 349
2019
Q1 		– Sell
-450
Closed -$44K – 591
2018
Q4 		$44K Buy
+450
New +$50K 0.01% 380

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Doyle Wealth Management's PRI Position: Q3 2019 in Review

Doyle Wealth Management sold out of Primerica (PRI) in Q3 2019, closing a stake of 450 shares — an estimated $54K sold.

Doyle Wealth Management first reported a position in PRI in Q4 2018 and held it in 2 quarters. The position peaked at $54K in Q2 2019. 296 funds tracked by Wall St. Rank hold PRI as of Q3 2019.

  • Doyle Wealth Management reported no remaining Primerica position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 450 Primerica shares in Q3 2019, an estimated $54K.
  • Doyle Wealth Management first reported a position in Primerica in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Primerica position peaked at $54K in Q2 2019.
  • 296 funds tracked by Wall St. Rank held Primerica as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.