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Realta Investment Advisors’s Primerica PRI Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-150
Closed -$20K – 1111
2019
Q4 		$20K Sell
150
-28
-16% -$3.62K 0.01% 930
2019
Q3 		$23K Buy
178
+28
+19% +$3.38K 0.01% 880
2019
Q2 		$18K Hold
150
– – 0.01% 970
2019
Q1 		$18K Buy
+150
New +$17.3K 0.01% 783

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's PRI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Primerica (PRI) in Q1 2020, closing a stake of 150 shares — an estimated $20K sold.

Realta Investment Advisors first reported a position in PRI in Q1 2019 and held it in 4 quarters. The position peaked at $23K in Q3 2019. 278 funds tracked by Wall St. Rank hold PRI as of Q1 2020.

  • Realta Investment Advisors reported no remaining Primerica position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 150 Primerica shares in Q1 2020, an estimated $20K.
  • Realta Investment Advisors first reported a position in Primerica in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Primerica position peaked at $23K in Q3 2019.
  • 278 funds tracked by Wall St. Rank held Primerica as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.