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Kings Point Capital Management’s Primerica PRI Stock Holding History

Kings Point Capital 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
2022
Q1 		$45K Hold
327
– – ﹤0.01% 363
2021
Q4 		$50K Hold
327
– – ﹤0.01% 387
2021
Q3 		$50K Buy
+327
New +$48.7K ﹤0.01% 357

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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kings Point Capital Management's PRI Position: Q1 2022 in Review

Kings Point Capital Management held its Primerica (PRI) position steady in Q1 2022 at 327 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Kings Point Capital Management first reported a position in PRI in Q3 2021 and has held it in 3 quarters since. The position peaked at $50K in Q4 2021. 323 funds tracked by Wall St. Rank hold PRI as of Q1 2022.

  • Kings Point Capital Management held 327 shares of Primerica worth $45K as of Q1 2022.
  • Kings Point Capital Management left its Primerica share count unchanged in Q1 2022.
  • Primerica made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #363 holding.
  • Kings Point Capital Management first reported a position in Primerica in Q3 2021 and has held it in 3 quarters since.
  • Kings Point Capital Management's Primerica position peaked at $50K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held Primerica as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.