RJT
PRI icon

Raymond James Trust’s Primerica PRI Stock Holding History

Raymond James Trust’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 		$396K Sell
1,495
-1
-0.1% -$253 0.01% 896
2024
Q2 		$354K Buy
+1,496
New +$339K 0.01% 892

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
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 $2.9T AUM 29.55% 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 Trust's PRI Position: Q3 2024 in Review

Raymond James Trust reduced its Primerica (PRI) stake by 0.07% in Q3 2024, selling an estimated $253 and leaving 1,495 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #896.

Raymond James Trust first reported a position in PRI in Q2 2024 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold PRI as of Q3 2024.

  • Raymond James Trust held 1,495 shares of Primerica worth $396K as of Q3 2024.
  • Raymond James Trust sold 1 Primerica share in Q3 2024, an estimated $253.
  • Primerica made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #896 holding.
  • Raymond James Trust first reported a position in Primerica in Q2 2024 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Primerica as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.