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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 $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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 $3.37T AUM 44.26% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Kolinsky Wealth Management's PRI Position: Q4 2024 in Review

Kolinsky Wealth Management held its Primerica (PRI) position steady in Q4 2024 at 2,462 shares worth $668K. The position accounts for 0.41% of the portfolio, ranked #45.

Kolinsky Wealth Management first reported a position in PRI in Q4 2021 and has held it in 13 quarters since. 489 funds tracked by Wall St. Rank hold PRI as of Q4 2024.

  • Kolinsky Wealth Management held 2,462 shares of Primerica worth $668K as of Q4 2024.
  • Kolinsky Wealth Management left its Primerica share count unchanged in Q4 2024.
  • Primerica made up 0.41% of Kolinsky Wealth Management's portfolio in Q4 2024, its #45 holding.
  • Kolinsky Wealth Management first reported a position in Primerica in Q4 2021 and has held it in 13 quarters since.
  • 489 funds tracked by Wall St. Rank held Primerica as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.