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
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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $665M AUM 25.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Gravity Asset Management's PRI Position: Q4 2019 in Review

Financial Gravity Asset Management held its Primerica (PRI) position steady in Q4 2019 at 2 shares worth $131K. The position accounts for 0.09% of the portfolio, ranked #228.

Financial Gravity Asset Management first reported a position in PRI in Q1 2018 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold PRI as of Q4 2019.

Financial Gravity Asset Management held 2 shares of Primerica worth $131K as of Q4 2019.
Financial Gravity Asset Management left its Primerica share count unchanged in Q4 2019.
Primerica made up 0.09% of Financial Gravity Asset Management's portfolio in Q4 2019, its #228 holding.
Financial Gravity Asset Management first reported a position in Primerica in Q1 2018 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held Primerica as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.