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Sheaff Brock Investment Advisors’s Primerica PRI Stock Holding History

Sheaff Brock 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
2021
Q4 		– Sell
-2,045
Closed -$314K – 576
2021
Q3 		$314K Buy
+2,045
New +$304K 0.02% 361
2020
Q4 		– Sell
-6,833
Closed -$773K – 500
2020
Q3 		$773K Sell
6,833
-228
-3% -$27.7K 0.07% 162
2020
Q2 		$823K Buy
7,061
+13
+0.2% +$1.38K 0.08% 151
2020
Q1 		$624K Sell
7,048
-370
-5% -$42.3K 0.08% 158
2019
Q4 		$969K Sell
7,418
-208
-3% -$26.9K 0.09% 149
2019
Q3 		$970K Sell
7,626
-101
-1% -$12.2K 0.1% 141
2019
Q2 		$927K Sell
7,727
-525
-6% -$65K 0.1% 147
2019
Q1 		$1.01M Sell
8,252
-82
-1% -$9.45K 0.12% 141
2018
Q4 		$814K Sell
8,334
-161
-2% -$17.9K 0.13% 152
2018
Q3 		$1.02M Sell
8,495
-1,571
-16% -$182K 0.1% 156
2018
Q2 		$1M Sell
10,066
-106
-1% -$10.4K 0.1% 158
2018
Q1 		$983K Sell
10,172
-170
-2% -$17.1K 0.1% 150
2017
Q4 		$1.05M Sell
10,342
-889
-8% -$84.7K 0.14% 145
2017
Q3 		$916K Sell
11,231
-362
-3% -$28.3K 0.12% 161
2017
Q2 		$878K Buy
11,593
+465
+4% +$36.5K 0.12% 177
2017
Q1 		$915K Sell
11,128
-1,399
-11% -$109K 0.12% 163
2016
Q4 		$866K Buy
+12,527
New +$796K 0.11% 193

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Sheaff Brock Investment Advisors's PRI Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Primerica (PRI) in Q4 2021, closing a stake of 2,045 shares — an estimated $314K sold.

Sheaff Brock Investment Advisors first reported a position in PRI in Q4 2016 and held it in 17 quarters. The position peaked at $1.05M in Q4 2017. 337 funds tracked by Wall St. Rank hold PRI as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining Primerica position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,045 Primerica shares in Q4 2021, an estimated $314K.
  • Sheaff Brock Investment Advisors first reported a position in Primerica in Q4 2016 and held it in 17 quarters.
  • Sheaff Brock Investment Advisors's Primerica position peaked at $1.05M in Q4 2017.
  • 337 funds tracked by Wall St. Rank held Primerica as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.