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Dynamic Advisor Solutions’s Primerica PRI Stock Holding History

Dynamic Advisor 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
2020
Q3 		– Sell
-2,080
Closed -$243K – 639
2020
Q2 		$243K Sell
2,080
-328
-14% -$34.9K 0.03% 426
2020
Q1 		$213K Sell
2,408
-500
-17% -$57.1K 0.04% 395
2019
Q4 		$380K Sell
2,908
-218
-7% -$28.2K 0.05% 357
2019
Q3 		$398K Buy
3,126
+2
+0.1% +$241 0.06% 321
2019
Q2 		$375K Sell
3,124
-198
-6% -$24.5K 0.06% 317
2019
Q1 		$406K Sell
3,322
-51
-2% -$5.88K 0.08% 258
2018
Q4 		$368K Sell
3,373
-583
-15% -$64.8K 0.08% 248
2018
Q3 		$477K Buy
3,956
+12
+0.3% +$1.39K 0.1% 225
2018
Q2 		$393K Buy
+3,944
New +$386K 0.09% 257

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
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 $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dynamic Advisor Solutions's PRI Position: Q3 2020 in Review

Dynamic Advisor Solutions sold out of Primerica (PRI) in Q3 2020, closing a stake of 2,080 shares — an estimated $243K sold.

Dynamic Advisor Solutions first reported a position in PRI in Q2 2018 and held it in 9 quarters. The position peaked at $477K in Q3 2018. 335 funds tracked by Wall St. Rank hold PRI as of Q3 2020.

  • Dynamic Advisor Solutions reported no remaining Primerica position as of Q3 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,080 Primerica shares in Q3 2020, an estimated $243K.
  • Dynamic Advisor Solutions first reported a position in Primerica in Q2 2018 and held it in 9 quarters.
  • Dynamic Advisor Solutions's Primerica position peaked at $477K in Q3 2018.
  • 335 funds tracked by Wall St. Rank held Primerica as of Q3 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2020, filed 27 Oct 2020.