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Strategic Financial Concepts’s Primerica PRI Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-29,883
Closed -$119 – 587
2024
Q2 		$119 Buy
+29,883
New +$6.78M ﹤0.01% 743

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Strategic Financial Concepts's PRI Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Primerica (PRI) in Q3 2024, closing a stake of 29,883 shares — an estimated $119 sold.

Strategic Financial Concepts first reported a position in PRI in Q2 2024 and held it in 1 quarter. The position peaked at $119 in Q2 2024. 449 funds tracked by Wall St. Rank hold PRI as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Primerica position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 29,883 Primerica shares in Q3 2024, an estimated $119.
  • Strategic Financial Concepts first reported a position in Primerica in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Primerica position peaked at $119 in Q2 2024.
  • 449 funds tracked by Wall St. Rank held Primerica as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.