Personal Wealth Partners’s Primerica PRI Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-3	Closed	–	–	471
2019 Q4	$0	Hold	3	–	–	﹤0.01%	644
2019 Q3	$0	Buy	+3	New	+$362	﹤0.01%	652

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

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

CCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Wealth Partners's PRI Position: Q1 2020 in Review

Personal Wealth Partners sold out of Primerica (PRI) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in PRI in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 278 funds tracked by Wall St. Rank hold PRI as of Q1 2020.

Personal Wealth Partners reported no remaining Primerica position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 Primerica shares in Q1 2020.
Personal Wealth Partners first reported a position in Primerica in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Primerica position peaked at $0 in Q4 2019.
278 funds tracked by Wall St. Rank held Primerica as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.