Ropes Wealth Advisors’s Primerica PRI Stock Holding History

Ropes Wealth 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 Q4	–	Sell	-141	Closed	-$16K	–	898
2020 Q3	$16K	Buy	+141	New	+$17.1K	﹤0.01%	474

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

CCM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ropes Wealth Advisors's PRI Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Primerica (PRI) in Q4 2020, closing a stake of 141 shares — an estimated $16K sold.

Ropes Wealth Advisors first reported a position in PRI in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 334 funds tracked by Wall St. Rank hold PRI as of Q4 2020.

Ropes Wealth Advisors reported no remaining Primerica position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 141 Primerica shares in Q4 2020, an estimated $16K.
Ropes Wealth Advisors first reported a position in Primerica in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Primerica position peaked at $16K in Q3 2020.
334 funds tracked by Wall St. Rank held Primerica as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.