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FDx Advisors’s Primerica PRI Stock Holding History

FDx 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
2020
Q4 		– Sell
-2,074
Closed -$235K – 709
2020
Q3 		$235K Buy
2,074
+36
+2% +$4.37K 0.01% 549
2020
Q2 		$238K Buy
+2,038
New +$217K 0.01% 496
2019
Q3 		– Sell
-6,151
Closed -$738K – 753
2019
Q2 		$738K Sell
6,151
-340
-5% -$42.1K 0.03% 394
2019
Q1 		$793K Buy
+6,491
New +$748K 0.03% 353
2018
Q4 		– Sell
-7,589
Closed -$915K – 745
2018
Q3 		$915K Buy
7,589
+1,723
+29% +$200K 0.03% 360
2018
Q2 		$584K Sell
5,866
-783
-12% -$76.6K 0.02% 501
2018
Q1 		$642K Sell
6,649
-644
-9% -$64.7K 0.02% 653
2017
Q4 		$741K Buy
7,293
+20
+0.3% +$1.91K 0.02% 647
2017
Q3 		$593K Sell
7,273
-9,753
-57% -$762K 0.02% 726
2017
Q2 		$1.29M Sell
17,026
-2,888
-15% -$227K 0.04% 449
2017
Q1 		$1.64M Sell
19,914
-2,674
-12% -$208K 0.05% 348
2016
Q4 		$1.56M Sell
22,588
-4,659
-17% -$296K 0.04% 360
2016
Q3 		$1.45M Buy
27,247
+1,252
+5% +$69.2K 0.06% 285
2016
Q2 		$1.49M Buy
25,995
+1,167
+5% +$60.6K 0.07% 260
2016
Q1 		$1.11M Buy
24,828
+656
+3% +$28.3K 0.05% 330
2015
Q4 		$1.14M Buy
24,172
+1,598
+7% +$78.1K 0.05% 311
2015
Q3 		$1.02M Buy
22,574
+7,788
+53% +$341K 0.09% 240
2015
Q2 		$676K Buy
14,786
+3,286
+29% +$153K 0.03% 472
2015
Q1 		$585K Sell
11,500
-2,051
-15% -$107K 0.01% 863
2014
Q4 		$735K Buy
13,551
+292
+2% +$14.9K 0.04% 412
2014
Q3 		$639K Sell
13,259
-1,244
-9% -$60.1K 0.04% 478
2014
Q2 		$694K Buy
14,503
+1,698
+13% +$77.9K 0.05% 458
2014
Q1 		$603K Buy
12,805
+4,763
+59% +$212K 0.05% 384
2013
Q4 		$345K Sell
8,042
-61
-0.8% -$2.59K 0.03% 473
2013
Q3 		$327K Buy
8,103
+721
+10% +$28.6K 0.04% 403
2013
Q2 		$276K Buy
+7,382
New +$255K 0.04% 405

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FDx Advisors's PRI Position: Q4 2020 in Review

FDx Advisors sold out of Primerica (PRI) in Q4 2020, closing a stake of 2,074 shares — an estimated $235K sold.

FDx Advisors first reported a position in PRI in Q2 2013 and held it in 26 quarters. The position peaked at $1.64M in Q1 2017. 334 funds tracked by Wall St. Rank hold PRI as of Q4 2020.

  • FDx Advisors reported no remaining Primerica position as of Q4 2020 after selling out during the quarter.
  • FDx Advisors sold 2,074 Primerica shares in Q4 2020, an estimated $235K.
  • FDx Advisors first reported a position in Primerica in Q2 2013 and held it in 26 quarters.
  • FDx Advisors's Primerica position peaked at $1.64M in Q1 2017.
  • 334 funds tracked by Wall St. Rank held Primerica as of Q4 2020.

Based on FDx Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.