KWM
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Kolinsky Wealth Management’s Primerica PRI Stock Holding History

Kolinsky Wealth 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
2024
Q4 		$668K Hold
2,462
– – 0.41% 45
2024
Q3 		$653K Buy
2,462
+6
+0.2% +$1.51K 0.42% 46
2024
Q2 		$581K Buy
2,456
+1
+0% +$227 0.42% 51
2024
Q1 		$621K Buy
2,455
+3
+0.1% +$710 0.47% 44
2023
Q4 		$505K Sell
2,452
-52
-2% -$10.6K 0.44% 50
2023
Q3 		$486K Buy
2,504
+28
+1% +$5.73K 0.48% 44
2023
Q2 		$491K Buy
2,476
+156
+7% +$28.6K 0.47% 48
2023
Q1 		$400K Sell
2,320
-41
-2% -$6.72K 0.42% 52
2022
Q4 		$335K Buy
2,361
+22
+0.9% +$3.06K 0.38% 69
2022
Q3 		$289K Buy
2,339
+10
+0.4% +$1.27K 0.36% 68
2022
Q2 		$279K Buy
2,329
+228
+11% +$28.7K 0.33% 77
2022
Q1 		$287K Sell
2,101
-346
-14% -$49.1K 0.28% 87
2021
Q4 		$375K Buy
+2,447
New +$388K 0.35% 68

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 $5.7T 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