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Kapitalo Investimentos’s Primerica PRI Stock Holding History

Kapitalo Investimentos’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
2024
Q4 		– Sell
-863
Closed -$229K – 340
2024
Q3 		$229K Buy
+863
New +$218K 0.06% 136
2024
Q1 		– Sell
-667
Closed -$137K – 495
2023
Q4 		$137K Sell
667
-756
-53% -$154K 0.03% 345
2023
Q3 		$276K Buy
1,423
+668
+88% +$137K 0.04% 214
2023
Q2 		$149K Sell
755
-634
-46% -$116K 0.03% 295
2023
Q1 		$239K Buy
+1,389
New +$228K 0.08% 124

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

Kapitalo Investimentos's PRI Position: Q4 2024 in Review

Kapitalo Investimentos sold out of Primerica (PRI) in Q4 2024, closing a stake of 863 shares — an estimated $229K sold.

Kapitalo Investimentos first reported a position in PRI in Q1 2023 and held it in 5 quarters. The position peaked at $276K in Q3 2023. 488 funds tracked by Wall St. Rank hold PRI as of Q4 2024.

  • Kapitalo Investimentos reported no remaining Primerica position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 863 Primerica shares in Q4 2024, an estimated $229K.
  • Kapitalo Investimentos first reported a position in Primerica in Q1 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Primerica position peaked at $276K in Q3 2023.
  • 488 funds tracked by Wall St. Rank held Primerica as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.