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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 – 2146
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 – 2642
2019
Q4 		$1K Sell
8
-8
-50% -$1.03K ﹤0.01% 2406
2019
Q3 		$2K Buy
+16
New +$1.93K ﹤0.01% 2113

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BlackRock
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Fidelity Investments
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BAMCO Inc
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return