Meridian Wealth Management’s Primerica PRI Stock Holding History

Meridian 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
2022 Q2	–	Sell	-2,244	Closed	-$307K	–	574
2022 Q1	$307K	Buy	2,244 +1	+0%	+$142	0.03%	309
2021 Q4	$344K	Hold	2,243	–	–	0.04%	295
2021 Q3	$345K	Buy	2,243 +1	+0%	+$149	0.04%	285
2021 Q2	$343K	Hold	2,242	–	–	0.04%	284
2021 Q1	$331K	Buy	+2,242	New	+$322K	0.05%	268
2019 Q3	–	Sell	-182	Closed	-$219	–	407
2019 Q2	$219	Buy	+182	New	+$22.5K	0.01%	525

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Wealth Management's PRI Position: Q2 2022 in Review

Meridian Wealth Management sold out of Primerica (PRI) in Q2 2022, closing a stake of 2,244 shares — an estimated $307K sold.

Meridian Wealth Management first reported a position in PRI in Q2 2019 and held it in 6 quarters. The position peaked at $345K in Q3 2021. 312 funds tracked by Wall St. Rank hold PRI as of Q2 2022.

Meridian Wealth Management reported no remaining Primerica position as of Q2 2022 after selling out during the quarter.
Meridian Wealth Management sold 2,244 Primerica shares in Q2 2022, an estimated $307K.
Meridian Wealth Management first reported a position in Primerica in Q2 2019 and held it in 6 quarters.
Meridian Wealth Management's Primerica position peaked at $345K in Q3 2021.
312 funds tracked by Wall St. Rank held Primerica as of Q2 2022.

Based on Meridian Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.