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Golden State Equity Partners’s Primerica PRI Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-195
Closed -$51.7K – 751
2024
Q3 		$51.7K Buy
+195
New +$49.2K 0.03% 372

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BAMCO Inc
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BAM
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State Street
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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

Golden State Equity Partners's PRI Position: Q4 2024 in Review

Golden State Equity Partners sold out of Primerica (PRI) in Q4 2024, closing a stake of 195 shares — an estimated $51.7K sold.

Golden State Equity Partners first reported a position in PRI in Q3 2024 and held it in 1 quarter. The position peaked at $51.7K in Q3 2024. 488 funds tracked by Wall St. Rank hold PRI as of Q4 2024.

  • Golden State Equity Partners reported no remaining Primerica position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 195 Primerica shares in Q4 2024, an estimated $51.7K.
  • Golden State Equity Partners first reported a position in Primerica in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Primerica position peaked at $51.7K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held Primerica as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.