FTA
PRI icon

Financial & Tax Architects’s Primerica PRI Stock Holding History

Financial & Tax Architects’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
2023
Q1 		– Sell
-1,969
Closed -$300K – 84
2022
Q4 		$300K Buy
1,969
+7
+0.4% +$975 0.1% 70
2022
Q3 		$242K Buy
1,962
+9
+0.5% +$1.14K 0.09% 61
2022
Q2 		$234K Buy
1,953
+9
+0.5% +$1.13K 0.09% 75
2022
Q1 		$266K Sell
1,944
-156
-7% -$22.2K 0.1% 81
2021
Q4 		$322K Hold
2,100
– – 0.13% 89
2021
Q3 		$323K Hold
2,100
– – 0.15% 88
2021
Q2 		$322K Hold
2,100
– – 0.16% 90
2021
Q1 		$310K Buy
+2,100
New +$301K 0.17% 86

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial & Tax Architects's PRI Position: Q1 2023 in Review

Financial & Tax Architects sold out of Primerica (PRI) in Q1 2023, closing a stake of 1,969 shares — an estimated $300K sold.

Financial & Tax Architects first reported a position in PRI in Q1 2021 and held it in 8 quarters. The position peaked at $323K in Q3 2021. 351 funds tracked by Wall St. Rank hold PRI as of Q1 2023.

  • Financial & Tax Architects reported no remaining Primerica position as of Q1 2023 after selling out during the quarter.
  • Financial & Tax Architects sold 1,969 Primerica shares in Q1 2023, an estimated $300K.
  • Financial & Tax Architects first reported a position in Primerica in Q1 2021 and held it in 8 quarters.
  • Financial & Tax Architects's Primerica position peaked at $323K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Primerica as of Q1 2023.

Based on Financial & Tax Architects's 13F filing for Q1 2023, filed 27 Apr 2023.