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First Capital Advisors Group’s Primerica PRI Stock Holding History

First Capital Advisors Group’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
Q2 		$67.4K Buy
+341
New +$62.6K 0.04% 259
2018
Q2 		– Sell
-424
Closed -$41K – 616
2018
Q1 		$41K Buy
+424
New +$42.6K 0.02% 301

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

First Capital Advisors Group's PRI Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Primerica (PRI) in Q2 2023: 341 shares worth $67.4K. The stake represents 0.04% of the portfolio and ranks #259 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in PRI as recently as Q1 2018.

First Capital Advisors Group first reported a position in PRI in Q1 2018 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold PRI as of Q2 2023.

  • First Capital Advisors Group held 341 shares of Primerica worth $67.4K as of Q2 2023.
  • Primerica was a new First Capital Advisors Group position in Q2 2023.
  • Primerica made up 0.04% of First Capital Advisors Group's portfolio in Q2 2023, its #259 holding.
  • First Capital Advisors Group first reported a position in Primerica in Q1 2018 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held Primerica as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.