LWCFA
PRI icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Primerica PRI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 		– Sell
-30
Closed -$6.53K – 572
2024
Q1 		$6.53K Buy
+30
New +$7.09K ﹤0.01% 516
2021
Q3 		– Sell
-13
Closed -$2K – 892
2021
Q2 		$2K Buy
+13
New +$2.05K ﹤0.01% 881

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PRI Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Primerica (PRI) in Q2 2024, closing a stake of 30 shares — an estimated $6.53K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PRI in Q2 2021 and held it in 2 quarters. The position peaked at $6.53K in Q1 2024. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 30 Primerica shares in Q2 2024, an estimated $6.53K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Primerica in Q2 2021 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Primerica position peaked at $6.53K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.