LVW Advisors’s Primerica PRI Stock Holding History

LVW 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
2020 Q4	–	Sell	-3,089	Closed	-$349K	–	211
2020 Q3	$349K	Buy	3,089 +735	+31%	+$89.3K	0.08%	139
2020 Q2	$274K	Buy	+2,354	New	+$250K	0.07%	152

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LVW Advisors's PRI Position: Q4 2020 in Review

LVW Advisors sold out of Primerica (PRI) in Q4 2020, closing a stake of 3,089 shares — an estimated $349K sold.

LVW Advisors first reported a position in PRI in Q2 2020 and held it in 2 quarters. The position peaked at $349K in Q3 2020. 334 funds tracked by Wall St. Rank hold PRI as of Q4 2020.

LVW Advisors reported no remaining Primerica position as of Q4 2020 after selling out during the quarter.
LVW Advisors sold 3,089 Primerica shares in Q4 2020, an estimated $349K.
LVW Advisors first reported a position in Primerica in Q2 2020 and held it in 2 quarters.
LVW Advisors's Primerica position peaked at $349K in Q3 2020.
334 funds tracked by Wall St. Rank held Primerica as of Q4 2020.

Based on LVW Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.