FWA
PRI icon

FSC Wealth Advisors’s Primerica PRI Stock Holding History

FSC Wealth Advisors’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
2025
Q1 		– Sell
-10
Closed -$2.71K – 305
2024
Q4 		$2.71K Hold
10
– – ﹤0.01% 247
2024
Q3 		$2.65K Hold
10
– – ﹤0.01% 240
2024
Q2 		$2.37K Buy
+10
New +$2.27K ﹤0.01% 250

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
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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

FSC Wealth Advisors's PRI Position: Q1 2025 in Review

FSC Wealth Advisors sold out of Primerica (PRI) in Q1 2025, closing a stake of 10 shares — an estimated $2.71K sold.

FSC Wealth Advisors first reported a position in PRI in Q2 2024 and held it in 3 quarters. The position peaked at $2.71K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • FSC Wealth Advisors reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 10 Primerica shares in Q1 2025, an estimated $2.71K.
  • FSC Wealth Advisors first reported a position in Primerica in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's Primerica position peaked at $2.71K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.