FIM
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Fernwood Investment Management’s Primerica PRI Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-78
Closed -$19.7K – 576
2024
Q1 		$19.7K Buy
+78
New +$18.4K 0.01% 458

Other funds holding PRI

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Vanguard Group
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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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fernwood Investment Management's PRI Position: Q2 2024 in Review

Fernwood Investment Management sold out of Primerica (PRI) in Q2 2024, closing a stake of 78 shares — an estimated $19.7K sold.

Fernwood Investment Management first reported a position in PRI in Q1 2024 and held it in 1 quarter. The position peaked at $19.7K in Q1 2024. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

  • Fernwood Investment Management reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 78 Primerica shares in Q2 2024, an estimated $19.7K.
  • Fernwood Investment Management first reported a position in Primerica in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Primerica position peaked at $19.7K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.