Harvest Group Wealth Management’s Primerica PRI Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-21	Closed	-$3K	–	532
2020 Q4	$3K	Hold	21	–	–	﹤0.01%	312
2020 Q3	$2K	Hold	21	–	–	﹤0.01%	368
2020 Q2	$2K	Sell	21 -2	-9%	-$213	﹤0.01%	318
2020 Q1	$2K	Sell	23 -68	-75%	-$7.77K	﹤0.01%	321
2019 Q4	$11K	Sell	91 -3	-3%	-$387	0.01%	232
2019 Q3	$12K	Sell	94 -9	-9%	-$1.09K	0.01%	232
2019 Q2	$12K	Hold	103	–	–	0.02%	201
2019 Q1	$13K	Buy	+103	New	+$11.9K	0.01%	204

Other funds holding PRI

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 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

Harvest Group Wealth Management's PRI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Primerica (PRI) in Q1 2021, closing a stake of 21 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in PRI in Q1 2019 and held it in 8 quarters. The position peaked at $13K in Q1 2019. 321 funds tracked by Wall St. Rank hold PRI as of Q1 2021.

Harvest Group Wealth Management reported no remaining Primerica position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 21 Primerica shares in Q1 2021, an estimated $3K.
Harvest Group Wealth Management first reported a position in Primerica in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Primerica position peaked at $13K in Q1 2019.
321 funds tracked by Wall St. Rank held Primerica as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.