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Northeast Financial Consultants’s Primerica PRI Stock Holding History

Northeast Financial Consultants’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
-1,912
Closed -$262K – 377
2022
Q1 		$262K Buy
+1,912
New +$271K 0.02% 326
2019
Q4 		– Sell
-2,033
Closed -$259K – 328
2019
Q3 		$259K Hold
2,033
– – 0.03% 263
2019
Q2 		$244K Hold
2,033
– – 0.03% 271
2019
Q1 		$248K Buy
+2,033
New +$234K 0.03% 265

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northeast Financial Consultants's PRI Position: Q2 2022 in Review

Northeast Financial Consultants sold out of Primerica (PRI) in Q2 2022, closing a stake of 1,912 shares — an estimated $262K sold.

Northeast Financial Consultants first reported a position in PRI in Q1 2019 and held it in 4 quarters. The position peaked at $262K in Q1 2022. 312 funds tracked by Wall St. Rank hold PRI as of Q2 2022.

  • Northeast Financial Consultants reported no remaining Primerica position as of Q2 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 1,912 Primerica shares in Q2 2022, an estimated $262K.
  • Northeast Financial Consultants first reported a position in Primerica in Q1 2019 and held it in 4 quarters.
  • Northeast Financial Consultants's Primerica position peaked at $262K in Q1 2022.
  • 312 funds tracked by Wall St. Rank held Primerica as of Q2 2022.

Based on Northeast Financial Consultants's 13F filing for Q2 2022, filed 12 Aug 2022.