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Laurel Wealth Advisors (California)’s Primerica PRI Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$259K Hold
1,823
– – 0.03% 553
2022
Q3 		$225K Sell
1,823
-5
-0.3% -$634 0.02% 576
2022
Q2 		$219K Buy
1,828
+326
+22% +$41K 0.02% 605
2022
Q1 		$206K Sell
1,502
-105
-7% -$14.9K 0.02% 716
2021
Q4 		$246K Buy
+1,607
New +$255K 0.02% 685

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PRI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Primerica (PRI) position steady in Q4 2022 at 1,823 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #553.

Laurel Wealth Advisors (California) first reported a position in PRI in Q4 2021 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold PRI as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,823 shares of Primerica worth $259K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its Primerica share count unchanged in Q4 2022.
  • Primerica made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #553 holding.
  • Laurel Wealth Advisors (California) first reported a position in Primerica in Q4 2021 and has held it in 5 quarters since.
  • 320 funds tracked by Wall St. Rank held Primerica as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.