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JOYN Advisors’s Primerica PRI Stock Holding History

JOYN 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
2019
Q1 		– Sell
-63
Closed -$6K – 1068
2018
Q4 		$6K Buy
63
+2
+3% +$222 ﹤0.01% 1194
2018
Q3 		$7K Buy
61
+8
+15% +$928 ﹤0.01% 1084
2018
Q2 		$5K Buy
53
+5
+10% +$489 ﹤0.01% 1144
2018
Q1 		$5K Buy
+48
New +$4.82K ﹤0.01% 870

Other funds holding PRI

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JOYN Advisors's PRI Position: Q1 2019 in Review

JOYN Advisors sold out of Primerica (PRI) in Q1 2019, closing a stake of 63 shares — an estimated $6K sold.

JOYN Advisors first reported a position in PRI in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 270 funds tracked by Wall St. Rank hold PRI as of Q1 2019.

  • JOYN Advisors reported no remaining Primerica position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 63 Primerica shares in Q1 2019, an estimated $6K.
  • JOYN Advisors first reported a position in Primerica in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Primerica position peaked at $7K in Q3 2018.
  • 270 funds tracked by Wall St. Rank held Primerica as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.