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Evolution Wealth Advisors’s Primerica PRI Stock Holding History

Evolution 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
2021
Q2 		– Sell
-101
Closed -$15K – 660
2021
Q1 		$15K Buy
+101
New +$14.5K ﹤0.01% 345

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evolution Wealth Advisors's PRI Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Primerica (PRI) in Q2 2021, closing a stake of 101 shares — an estimated $15K sold.

Evolution Wealth Advisors first reported a position in PRI in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 318 funds tracked by Wall St. Rank hold PRI as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining Primerica position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 101 Primerica shares in Q2 2021, an estimated $15K.
  • Evolution Wealth Advisors first reported a position in Primerica in Q1 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Primerica position peaked at $15K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Primerica as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.