Opal Wealth Advisors’s Primerica PRI Stock Holding History

Opal Wealth Advisors’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
2024 Q3	–	Sell	-68	Closed	-$16.1K	–	926
2024 Q2	$16.1K	Buy	+68	New	+$15.4K	0.01%	566

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Opal Wealth Advisors's PRI Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Primerica (PRI) in Q3 2024, closing a stake of 68 shares — an estimated $16.1K sold.

Opal Wealth Advisors first reported a position in PRI in Q2 2024 and held it in 1 quarter. The position peaked at $16.1K in Q2 2024. 449 funds tracked by Wall St. Rank hold PRI as of Q3 2024.

Opal Wealth Advisors reported no remaining Primerica position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 68 Primerica shares in Q3 2024, an estimated $16.1K.
Opal Wealth Advisors first reported a position in Primerica in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Primerica position peaked at $16.1K in Q2 2024.
449 funds tracked by Wall St. Rank held Primerica as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.