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Sowell Financial Services’s Primerica PRI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,171
Closed -$190K – 2144
2021
Q1 		$190K Buy
1,171
+158
+16% +$22.7K 0.01% 1080
2020
Q4 		$136K Buy
1,013
+432
+74% +$54.3K 0.01% 1027
2020
Q3 		$66K Buy
+581
New +$70.6K ﹤0.01% 1118
2020
Q1 		– Sell
-8
Closed -$1K – 2636
2019
Q4 		$1K Sell
8
-8
-50% -$1.03K ﹤0.01% 2406
2019
Q3 		$2K Buy
+16
New +$1.93K ﹤0.01% 2113

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's PRI Position: Q2 2021 in Review

Sowell Financial Services sold out of Primerica (PRI) in Q2 2021, closing a stake of 1,171 shares — an estimated $190K sold.

Sowell Financial Services first reported a position in PRI in Q3 2019 and held it in 5 quarters. The position peaked at $190K in Q1 2021. 318 funds tracked by Wall St. Rank hold PRI as of Q2 2021.

  • Sowell Financial Services reported no remaining Primerica position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,171 Primerica shares in Q2 2021, an estimated $190K.
  • Sowell Financial Services first reported a position in Primerica in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Primerica position peaked at $190K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Primerica as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.