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EP Wealth Advisors’s Primerica PRI Stock Holding History

EP Wealth 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
2024
Q1 		– Sell
-1,457
Closed -$300K – 862
2023
Q4 		$300K Sell
1,457
-1,697
-54% -$347K ﹤0.01% 618
2023
Q3 		$612K Sell
3,154
-4,546,846
-100% -$931M 0.01% 422
2023
Q2 		$637K Buy
4,550,000
+4,548,182
+250,175% +$835M 0.01% 416
2023
Q1 		$285K Sell
1,818
-4,685
-72% -$768K ﹤0.01% 498
2022
Q4 		$922K Buy
+6,503
New +$906K 0.02% 293
2022
Q3 		– Sell
-3,253
Closed -$389K – 550
2022
Q2 		$389K Hold
3,253
– – 0.01% 430
2022
Q1 		$445K Sell
3,253
-75
-2% -$10.6K 0.01% 401
2021
Q4 		$510K Hold
3,328
– – 0.01% 349
2021
Q3 		$511K Sell
3,328
-9
-0.3% -$1.34K 0.01% 327
2021
Q2 		$511K Buy
3,337
+9
+0.3% +$1.42K 0.01% 334
2021
Q1 		$492K Sell
3,328
-11
-0.3% -$1.58K 0.02% 320
2020
Q4 		$447K Hold
3,339
– – 0.02% 284
2020
Q3 		$378K Hold
3,339
– – 0.02% 263
2020
Q2 		$389K Sell
3,339
-3
-0.1% -$319 0.02% 275
2020
Q1 		$296K Buy
3,342
+78
+2% +$8.91K 0.01% 308
2019
Q4 		$426K Hold
3,264
– – 0.02% 294
2019
Q3 		$415K Hold
3,264
– – 0.02% 237
2019
Q2 		$392K Buy
+3,264
New +$404K 0.02% 210
2019
Q1 		– Sell
-3,250
Closed -$318K – 264
2018
Q4 		$318K Hold
3,250
– – 0.02% 203
2018
Q3 		$392K Hold
3,250
– – 0.03% 193
2018
Q2 		$324K Sell
3,250
-386
-11% -$37.8K 0.03% 146
2018
Q1 		$351K Buy
3,636
+1
+0% +$100 0.03% 146
2017
Q4 		$369K Buy
3,635
+1
+0% +$95 0.04% 125
2017
Q3 		$296K Buy
3,634
+384
+12% +$30K 0.03% 137
2017
Q2 		$246K Hold
3,250
– – 0.03% 156
2017
Q1 		$267K Buy
+3,250
New +$253K 0.04% 128

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
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
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

EP Wealth Advisors's PRI Position: Q1 2024 in Review

EP Wealth Advisors sold out of Primerica (PRI) in Q1 2024, closing a stake of 1,457 shares — an estimated $300K sold.

EP Wealth Advisors first reported a position in PRI in Q1 2017 and held it in 26 quarters. The position peaked at $922K in Q4 2022. 400 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

  • EP Wealth Advisors reported no remaining Primerica position as of Q1 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 1,457 Primerica shares in Q1 2024, an estimated $300K.
  • EP Wealth Advisors first reported a position in Primerica in Q1 2017 and held it in 26 quarters.
  • EP Wealth Advisors's Primerica position peaked at $922K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on EP Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.