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Intercontinental Wealth Advisors’s Primerica PRI Stock Holding History

Intercontinental 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
2023
Q2 		$1.47M Sell
7,442
-95
-1% -$17.4K 0.35% 55
2023
Q1 		$1.3M Sell
7,537
-83
-1% -$13.6K 0.33% 62
2022
Q4 		$1.08M Sell
7,620
-341
-4% -$47.5K 0.32% 68
2022
Q3 		$983K Sell
7,961
-20
-0.3% -$2.54K 0.31% 80
2022
Q2 		$955K Buy
7,981
+7
+0.1% +$880 0.26% 85
2022
Q1 		$1.09M Sell
7,974
-85
-1% -$12.1K 0.25% 83
2021
Q4 		$1.24M Sell
8,059
-79
-1% -$12.5K 0.26% 75
2021
Q3 		$1.25M Sell
8,138
-571
-7% -$85K 0.29% 63
2021
Q2 		$1.33M Buy
8,709
+25
+0.3% +$3.95K 0.26% 67
2021
Q1 		$1.28M Buy
8,684
+388
+5% +$55.6K 0.28% 73
2020
Q4 		$1.11M Buy
8,296
+39
+0.5% +$4.9K 0.27% 77
2020
Q3 		$934K Buy
8,257
+80
+1% +$9.72K 0.27% 75
2020
Q2 		$953K Sell
8,177
-395
-5% -$42K 0.31% 68
2020
Q1 		$758K Buy
+8,572
New +$980K 0.4% 64

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Intercontinental Wealth Advisors's PRI Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Primerica (PRI) stake by 1.3% in Q2 2023, selling an estimated $17.4K and leaving 7,442 shares worth $1.47M. The position accounts for 0.35% of the portfolio, ranked #55.

Intercontinental Wealth Advisors first reported a position in PRI in Q1 2020 and has held it in 14 quarters since. 363 funds tracked by Wall St. Rank hold PRI as of Q2 2023.

  • Intercontinental Wealth Advisors held 7,442 shares of Primerica worth $1.47M as of Q2 2023.
  • Intercontinental Wealth Advisors sold 95 Primerica shares in Q2 2023, an estimated $17.4K.
  • Primerica made up 0.35% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #55 holding.
  • Intercontinental Wealth Advisors first reported a position in Primerica in Q1 2020 and has held it in 14 quarters since.
  • 363 funds tracked by Wall St. Rank held Primerica as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.