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IBEX Wealth Advisors’s Primerica PRI Stock Holding History

IBEX 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
-1,125
Closed -$305K – 189
2024
Q4 		$305K Buy
+1,125
New +$319K 0.04% 173
2024
Q3 		– Sell
-1,008
Closed -$239K – 229
2024
Q2 		$239K Buy
+1,008
New +$229K 0.04% 121
2017
Q1 		– Sell
-95
Closed -$7K – 307
2016
Q4 		$7K Buy
+95
New +$6.04K ﹤0.01% 335

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

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

IBEX Wealth Advisors sold out of Primerica (PRI) in Q1 2025, closing a stake of 1,125 shares — an estimated $305K sold.

IBEX Wealth Advisors first reported a position in PRI in Q4 2016 and held it in 3 quarters. The position peaked at $305K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,125 Primerica shares in Q1 2025, an estimated $305K.
  • IBEX Wealth Advisors first reported a position in Primerica in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Primerica position peaked at $305K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.