Edge Wealth Management’s Primerica PRI Stock Holding History

Edge 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
2022 Q1	–	Sell	-15	Closed	-$2K	–	363
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	433
2021 Q3	$2K	Buy	+15	New	+$2.23K	﹤0.01%	448

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edge Wealth Management's PRI Position: Q1 2022 in Review

Edge Wealth Management sold out of Primerica (PRI) in Q1 2022, closing a stake of 15 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in PRI in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 323 funds tracked by Wall St. Rank hold PRI as of Q1 2022.

Edge Wealth Management reported no remaining Primerica position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 15 Primerica shares in Q1 2022, an estimated $2K.
Edge Wealth Management first reported a position in Primerica in Q3 2021 and held it in 2 quarters.
Edge Wealth Management's Primerica position peaked at $2K in Q4 2021.
323 funds tracked by Wall St. Rank held Primerica as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.