HBK Sorce Advisory’s Primerica PRI Stock Holding History

HBK Sorce Advisory’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
2023 Q1	–	Sell	-1,446	Closed	-$205K	–	778
2022 Q4	$205K	Buy	+1,446	New	+$201K	0.01%	650

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

HBK Sorce Advisory's PRI Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Primerica (PRI) in Q1 2023, closing a stake of 1,446 shares — an estimated $205K sold.

HBK Sorce Advisory first reported a position in PRI in Q4 2022 and held it in 1 quarter. The position peaked at $205K in Q4 2022. 351 funds tracked by Wall St. Rank hold PRI as of Q1 2023.

HBK Sorce Advisory reported no remaining Primerica position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 1,446 Primerica shares in Q1 2023, an estimated $205K.
HBK Sorce Advisory first reported a position in Primerica in Q4 2022 and held it in 1 quarter.
HBK Sorce Advisory's Primerica position peaked at $205K in Q4 2022.
351 funds tracked by Wall St. Rank held Primerica as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.