LWM Advisory Services’s Primerica PRI Stock Holding History

LWM Advisory Services’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
2023 Q4	–	Sell	-135	Closed	-$26.3K	–	134
2023 Q3	$26.3K	Buy	+135	New	+$27.6K	0.03%	107

Other funds holding PRI

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LWM Advisory Services's PRI Position: Q4 2023 in Review

LWM Advisory Services sold out of Primerica (PRI) in Q4 2023, closing a stake of 135 shares — an estimated $26.3K sold.

LWM Advisory Services first reported a position in PRI in Q3 2023 and held it in 1 quarter. The position peaked at $26.3K in Q3 2023. 395 funds tracked by Wall St. Rank hold PRI as of Q4 2023.

LWM Advisory Services reported no remaining Primerica position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 135 Primerica shares in Q4 2023, an estimated $26.3K.
LWM Advisory Services first reported a position in Primerica in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Primerica position peaked at $26.3K in Q3 2023.
395 funds tracked by Wall St. Rank held Primerica as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.