FourThought Financial’s Primerica PRI Stock Holding History

FourThought Financial’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 Q3	$60K	Buy	487 +129	+36%	+$16.4K	0.01%	546
2022 Q2	$43K	Buy	358 +18	+5%	+$2.26K	0.01%	651
2022 Q1	$47K	Sell	340 -18	-5%	-$2.56K	0.01%	681
2021 Q4	$55K	Sell	358 -121	-25%	-$19.2K	0.01%	635
2021 Q3	$73K	Sell	479 -7	-1%	-$1.04K	0.01%	582
2021 Q2	$74K	Sell	486 -1,240	-72%	-$196K	0.01%	584
2021 Q1	$255K	Sell	1,726 -24	-1%	-$3.44K	0.04%	312
2020 Q4	$234K	Buy	+1,750	New	+$220K	0.04%	315

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

FourThought Financial's PRI Position: Q3 2022 in Review

FourThought Financial increased its Primerica (PRI) stake by 36% in Q3 2022, buying an estimated $16.4K and bringing the position to 487 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #546.

FourThought Financial first reported a position in PRI in Q4 2020 and has held it in 8 quarters since. The position peaked at $255K in Q1 2021. 301 funds tracked by Wall St. Rank hold PRI as of Q3 2022.

FourThought Financial held 487 shares of Primerica worth $60K as of Q3 2022.
FourThought Financial bought 129 Primerica shares in Q3 2022, an estimated $16.4K.
Primerica made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #546 holding.
FourThought Financial first reported a position in Primerica in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Primerica position peaked at $255K in Q1 2021.
301 funds tracked by Wall St. Rank held Primerica as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.