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Madison Wealth Management’s Primerica PRI Stock Holding History

Madison 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
2020
Q1 		– Sell
-5,120
Closed -$668K – 140
2019
Q4 		$668K Buy
+5,120
New +$661K 0.19% 87

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Madison Wealth Management's PRI Position: Q1 2020 in Review

Madison Wealth Management sold out of Primerica (PRI) in Q1 2020, closing a stake of 5,120 shares — an estimated $668K sold.

Madison Wealth Management first reported a position in PRI in Q4 2019 and held it in 1 quarter. The position peaked at $668K in Q4 2019. 278 funds tracked by Wall St. Rank hold PRI as of Q1 2020.

  • Madison Wealth Management reported no remaining Primerica position as of Q1 2020 after selling out during the quarter.
  • Madison Wealth Management sold 5,120 Primerica shares in Q1 2020, an estimated $668K.
  • Madison Wealth Management first reported a position in Primerica in Q4 2019 and held it in 1 quarter.
  • Madison Wealth Management's Primerica position peaked at $668K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held Primerica as of Q1 2020.

Based on Madison Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.