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Pacific Capital Wealth Advisors’s Primerica PRI Stock Holding History

Pacific Capital 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
Q2 		– Sell
-20
Closed -$5.06K – 642
2024
Q1 		$5.06K Buy
+20
New +$4.73K ﹤0.01% 313

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
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's PRI Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Primerica (PRI) in Q2 2024, closing a stake of 20 shares — an estimated $5.06K sold.

Pacific Capital Wealth Advisors first reported a position in PRI in Q1 2024 and held it in 1 quarter. The position peaked at $5.06K in Q1 2024. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 20 Primerica shares in Q2 2024, an estimated $5.06K.
  • Pacific Capital Wealth Advisors first reported a position in Primerica in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Primerica position peaked at $5.06K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.