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Fortitude Advisory Group’s Primerica PRI Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-295
Closed -$40K – 995
2022
Q1 		$40K Hold
295
– – 0.02% 611
2021
Q4 		$45K Buy
+295
New +$46.8K 0.02% 578

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortitude Advisory Group's PRI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Primerica (PRI) in Q2 2022, closing a stake of 295 shares — an estimated $40K sold.

Fortitude Advisory Group first reported a position in PRI in Q4 2021 and held it in 2 quarters. The position peaked at $45K in Q4 2021. 312 funds tracked by Wall St. Rank hold PRI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Primerica position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 295 Primerica shares in Q2 2022, an estimated $40K.
  • Fortitude Advisory Group first reported a position in Primerica in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Primerica position peaked at $45K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held Primerica as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.