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Fidelis Capital Partners’s Primerica PRI Stock Holding History

Fidelis Capital Partners’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
2025
Q1 		– Sell
-749
Closed -$217K – 454
2024
Q4 		$217K Hold
749
– – 0.02% 403
2024
Q3 		$208K Buy
+749
New +$189K 0.02% 395

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AM
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Fidelis Capital Partners's PRI Position: Q1 2025 in Review

Fidelis Capital Partners sold out of Primerica (PRI) in Q1 2025, closing a stake of 749 shares — an estimated $217K sold.

Fidelis Capital Partners first reported a position in PRI in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • Fidelis Capital Partners reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • Fidelis Capital Partners sold 749 Primerica shares in Q1 2025, an estimated $217K.
  • Fidelis Capital Partners first reported a position in Primerica in Q3 2024 and held it in 2 quarters.
  • Fidelis Capital Partners's Primerica position peaked at $217K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Fidelis Capital Partners's 13F filing for Q1 2025, filed 1 May 2025.