IMA Advisory Services’s Primerica PRI Stock Holding History

IMA Advisory Services’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
2022 Q4	–	Sell	-2	Closed	–	–	412
2022 Q3	$0	Buy	+2	New	+$254	﹤0.01%	402
2019 Q2	–	Sell	-21	Closed	-$3K	–	305
2019 Q1	$3K	Hold	21	–	–	﹤0.01%	255
2018 Q4	$2K	Hold	21	–	–	﹤0.01%	296
2018 Q3	$3K	Hold	21	–	–	﹤0.01%	284
2018 Q2	$2K	Buy	+21	New	+$2.06K	﹤0.01%	400

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

IMA Advisory Services's PRI Position: Q4 2022 in Review

IMA Advisory Services sold out of Primerica (PRI) in Q4 2022, closing a stake of 2 shares.

IMA Advisory Services first reported a position in PRI in Q2 2018 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 320 funds tracked by Wall St. Rank hold PRI as of Q4 2022.

IMA Advisory Services reported no remaining Primerica position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 2 Primerica shares in Q4 2022.
IMA Advisory Services first reported a position in Primerica in Q2 2018 and held it in 5 quarters.
IMA Advisory Services's Primerica position peaked at $3K in Q1 2019.
320 funds tracked by Wall St. Rank held Primerica as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.