Financial Gravity Asset Management’s Primerica PRI Stock Holding History

Financial Gravity Asset 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	-1	Closed	-$363	–	2174
2024 Q1	$363	Buy	+1	New	+$237	﹤0.01%	1466
2023 Q3	–	Sell	-198	Closed	-$775	–	1636
2023 Q2	$775	Buy	+198	New	+$36.4K	﹤0.01%	878
2020 Q2	–	Sell	-2	Closed	-$191	–	663
2020 Q1	$191	Hold	2	–	–	﹤0.01%	745
2019 Q4	$131K	Hold	2	–	–	0.09%	228
2019 Q3	$0	Buy	2 +1	+100%	+$121	﹤0.01%	1472
2019 Q2	$0	Sell	1 -1	-50%	-$124	﹤0.01%	1571
2019 Q1	$0	Buy	+2	New	+$230	﹤0.01%	1497
2018 Q3	$2K	Buy	14 +2	+17%	+$232	﹤0.01%	992
2018 Q2	$1K	Sell	12 -1	-8%	-$98	﹤0.01%	1239
2018 Q1	$1K	Buy	+13	New	+$1.31K	﹤0.01%	1222

Other funds holding PRI

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's PRI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Primerica (PRI) in Q2 2024, closing a stake of 1 share — an estimated $363 sold.

Financial Gravity Asset Management first reported a position in PRI in Q1 2018 and held it in 10 quarters. The position peaked at $131K in Q4 2019. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

Financial Gravity Asset Management reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Primerica share in Q2 2024, an estimated $363.
Financial Gravity Asset Management first reported a position in Primerica in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Primerica position peaked at $131K in Q4 2019.
408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.