Paces Ferry Wealth Advisors’s Primerica PRI Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-5	Closed	-$1K	–	857
2020 Q3	$1K	Buy	+5	New	+$607	﹤0.01%	926

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paces Ferry Wealth Advisors's PRI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Primerica (PRI) in Q4 2020, closing a stake of 5 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in PRI in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 334 funds tracked by Wall St. Rank hold PRI as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Primerica position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 5 Primerica shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in Primerica in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Primerica position peaked at $1K in Q3 2020.
334 funds tracked by Wall St. Rank held Primerica as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.