IAIM
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International Assets Investment Management’s Primerica PRI Stock Holding History

International Assets Investment 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
2026
Q1 		$23.1K Hold
91
– – ﹤0.01% 1463
2025
Q4 		$23.5K Buy
+91
New +$23.7K ﹤0.01% 1436
2024
Q4 		– Sell
-25,189
Closed -$95 – 1610
2024
Q3 		$95 Buy
25,189
+25,182
+359,743% +$6.36M ﹤0.01% 1655
2024
Q2 		$1.66K Buy
+7
New +$1.59K ﹤0.01% 2038
2023
Q2 		– Sell
-13
Closed -$2.24K – 770
2023
Q1 		$2.24K Buy
+13
New +$2.13K ﹤0.01% 989
2021
Q2 		– Sell
-122
Closed -$17K – 1535
2021
Q1 		$17K Buy
122
+61
+100% +$8.75K ﹤0.01% 1367
2020
Q4 		$8K Buy
+61
New +$7.66K ﹤0.01% 1509

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return