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Prestige Wealth Management Group’s Primerica PRI Stock Holding History

Prestige Wealth Management Group’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
2019
Q1 		– Sell
-5
Closed – – 968
2018
Q4 		$0 Buy
+5
New +$556 ﹤0.01% 1283

Other funds holding PRI

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prestige Wealth Management Group's PRI Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Primerica (PRI) in Q1 2019, closing a stake of 5 shares.

Prestige Wealth Management Group first reported a position in PRI in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 270 funds tracked by Wall St. Rank hold PRI as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Primerica position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 5 Primerica shares in Q1 2019.
  • Prestige Wealth Management Group first reported a position in Primerica in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Primerica position peaked at $0 in Q4 2018.
  • 270 funds tracked by Wall St. Rank held Primerica as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.