Financial Architects (New Jersey)’s Primerica PRI Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-227	Closed	-$26K	–	631
2020 Q2	$26K	Hold	227	–	–	0.01%	506
2020 Q1	$20K	Hold	227	–	–	0.01%	514
2019 Q4	$30K	Hold	227	–	–	0.01%	504
2019 Q3	$29K	Hold	227	–	–	0.01%	524
2019 Q2	$27K	Sell	227 -50	-18%	-$6.19K	0.01%	647
2019 Q1	$34K	Buy	277 +50	+22%	+$5.76K	0.01%	726
2018 Q4	$22K	Hold	227	–	–	﹤0.01%	786
2018 Q3	$27K	Hold	227	–	–	﹤0.01%	837
2018 Q2	$23K	Hold	227	–	–	﹤0.01%	778
2018 Q1	$22K	Hold	227	–	–	﹤0.01%	864
2017 Q4	$23K	Hold	227	–	–	﹤0.01%	937
2017 Q3	$19K	Hold	227	–	–	﹤0.01%	967
2017 Q2	$17K	Hold	227	–	–	﹤0.01%	1004
2017 Q1	$19K	Hold	227	–	–	﹤0.01%	952
2016 Q4	$16K	Buy	+227	New	+$14.4K	﹤0.01%	894

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Architects (New Jersey)'s PRI Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Primerica (PRI) in Q3 2020, closing a stake of 227 shares — an estimated $26K sold.

Financial Architects (New Jersey) first reported a position in PRI in Q4 2016 and held it in 15 quarters. The position peaked at $34K in Q1 2019. 335 funds tracked by Wall St. Rank hold PRI as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Primerica position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 227 Primerica shares in Q3 2020, an estimated $26K.
Financial Architects (New Jersey) first reported a position in Primerica in Q4 2016 and held it in 15 quarters.
Financial Architects (New Jersey)'s Primerica position peaked at $34K in Q1 2019.
335 funds tracked by Wall St. Rank held Primerica as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.