Spire Wealth Management’s Primerica PRI Stock Holding History

Spire Wealth Management’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
2023 Q4	–	Sell	-4	Closed	-$776	–	2446
2023 Q3	$776	Buy	+4	New	+$819	﹤0.01%	2295
2023 Q1	–	Sell	-169	Closed	-$24K	–	2572
2022 Q4	$24K	Hold	169	–	–	﹤0.01%	1300
2022 Q3	$21K	Hold	169	–	–	﹤0.01%	1316
2022 Q2	$20K	Hold	169	–	–	﹤0.01%	1676
2022 Q1	$23K	Hold	169	–	–	﹤0.01%	1756
2021 Q4	$26K	Hold	169	–	–	﹤0.01%	2024
2021 Q3	$26K	Hold	169	–	–	﹤0.01%	1747
2021 Q2	$26K	Hold	169	–	–	﹤0.01%	1772
2021 Q1	$25K	Buy	+169	New	+$24.2K	﹤0.01%	2064

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's PRI Position: Q4 2023 in Review

Spire Wealth Management sold out of Primerica (PRI) in Q4 2023, closing a stake of 4 shares — an estimated $776 sold.

Spire Wealth Management first reported a position in PRI in Q1 2021 and held it in 9 quarters. The position peaked at $26K in Q4 2021. 395 funds tracked by Wall St. Rank hold PRI as of Q4 2023.

Spire Wealth Management reported no remaining Primerica position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 4 Primerica shares in Q4 2023, an estimated $776.
Spire Wealth Management first reported a position in Primerica in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's Primerica position peaked at $26K in Q4 2021.
395 funds tracked by Wall St. Rank held Primerica as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.