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Raymond James Financial Services Advisors’s Primerica PRI Stock Holding History

Raymond James Financial Services 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 		$583K Sell
2,199
-92
-4% -$23.2K ﹤0.01% 2514
2024
Q2 		$542K Buy
2,291
+237
+12% +$53.7K ﹤0.01% 2475
2024
Q1 		$520K Sell
2,054
-303
-13% -$71.7K ﹤0.01% 2482
2023
Q4 		$485K Sell
2,357
-1,387
-37% -$283K ﹤0.01% 2445
2023
Q3 		$726K Buy
3,744
+59
+2% +$12.1K ﹤0.01% 2098
2023
Q2 		$729K Buy
3,685
+1,087
+42% +$200K ﹤0.01% 2113
2023
Q1 		$447K Buy
+2,598
New +$426K ﹤0.01% 2403
2022
Q1 		– Sell
-4,846
Closed -$743K – 3436
2021
Q4 		$743K Buy
+4,846
New +$768K ﹤0.01% 2141
2021
Q1 		– Sell
-1,531
Closed -$205K – 3252
2020
Q4 		$205K Buy
+1,531
New +$192K ﹤0.01% 2701
2020
Q1 		– Sell
-1,603
Closed -$209K – 2759
2019
Q4 		$209K Sell
1,603
-154
-9% -$19.9K ﹤0.01% 2547
2019
Q3 		$224K Buy
+1,757
New +$212K ﹤0.01% 2420
2018
Q4 		– Sell
-2,394
Closed -$289K – 2768
2018
Q3 		$289K Buy
2,394
+269
+13% +$31.2K ﹤0.01% 2300
2018
Q2 		$212K Buy
+2,125
New +$208K ﹤0.01% 2445
2018
Q1 		– Sell
-2,305
Closed -$234K – 2692
2017
Q4 		$234K Buy
+2,305
New +$220K ﹤0.01% 2159

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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Raymond James Financial Services Advisors's PRI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Primerica (PRI) stake by 4% in Q3 2024, selling an estimated $23.2K and leaving 2,199 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Raymond James Financial Services Advisors first reported a position in PRI in Q4 2017 and has held it in 14 quarters since. The position peaked at $743K in Q4 2021. 449 funds tracked by Wall St. Rank hold PRI as of Q3 2024.

  • Raymond James Financial Services Advisors held 2,199 shares of Primerica worth $583K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 92 Primerica shares in Q3 2024, an estimated $23.2K.
  • Primerica made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2514 holding.
  • Raymond James Financial Services Advisors first reported a position in Primerica in Q4 2017 and has held it in 14 quarters since.
  • Raymond James Financial Services Advisors's Primerica position peaked at $743K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Primerica as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.