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Financial Gravity Companies’s Primerica PRI Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+8
New +$890 ﹤0.01% 1189
2018
Q1 		$1K Buy
13
+3
+30% +$301 ﹤0.01% 1222
2017
Q4 		$1K Buy
+10
New +$953 ﹤0.01% 1190

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Financial Gravity Companies's PRI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Primerica (PRI) in Q4 2018: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PRI as recently as Q1 2018.

Financial Gravity Companies first reported a position in PRI in Q4 2017 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold PRI as of Q4 2018.

  • Financial Gravity Companies held 8 shares of Primerica worth $1K as of Q4 2018.
  • Primerica was a new Financial Gravity Companies position in Q4 2018.
  • Primerica made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1189 holding.
  • Financial Gravity Companies first reported a position in Primerica in Q4 2017 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held Primerica as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.