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Next Financial Group’s Primerica PRI Stock Holding History

Next Financial Group’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
2021
Q4 		$5K Hold
30
– – ﹤0.01% 2434
2021
Q3 		$5K Hold
30
– – ﹤0.01% 2271
2021
Q2 		$5K Hold
30
– – ﹤0.01% 2209
2021
Q1 		$4K Hold
30
– – ﹤0.01% 2176
2020
Q4 		$4K Hold
30
– – ﹤0.01% 2048
2020
Q3 		$3K Buy
+30
New +$3.65K ﹤0.01% 1984
2016
Q3 		– Sell
-162
Closed -$9K – 2419
2016
Q2 		$9K Hold
162
– – ﹤0.01% 1234
2016
Q1 		$7K Buy
+162
New +$7K ﹤0.01% 1290

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Next Financial Group's PRI Position: Q4 2021 in Review

Next Financial Group held its Primerica (PRI) position steady in Q4 2021 at 30 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Next Financial Group first reported a position in PRI in Q1 2016 and has held it in 8 quarters since. The position peaked at $9K in Q2 2016. 337 funds tracked by Wall St. Rank hold PRI as of Q4 2021.

  • Next Financial Group held 30 shares of Primerica worth $5K as of Q4 2021.
  • Next Financial Group left its Primerica share count unchanged in Q4 2021.
  • Primerica made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2434 holding.
  • Next Financial Group first reported a position in Primerica in Q1 2016 and has held it in 8 quarters since.
  • Next Financial Group's Primerica position peaked at $9K in Q2 2016.
  • 337 funds tracked by Wall St. Rank held Primerica as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.