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Stratos Wealth Partners’s Primerica PRI Stock Holding History

Stratos Wealth Partners’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
2025
Q1 		– Sell
-1,240
Closed -$337K – 1483
2024
Q4 		$337K Sell
1,240
-69
-5% -$19.6K ﹤0.01% 1100
2024
Q3 		$347K Sell
1,309
-46
-3% -$11.6K 0.01% 1079
2024
Q2 		$321K Sell
1,355
-110
-8% -$24.9K 0.01% 1068
2024
Q1 		$371K Hold
1,465
– – 0.01% 1007
2023
Q4 		$301K Hold
1,465
– – 0.01% 1080
2023
Q3 		$284K Buy
+1,465
New +$300K 0.01% 1038
2018
Q4 		– Sell
-18
Closed -$2K – 2066
2018
Q3 		$2K Buy
+18
New +$2.09K ﹤0.01% 2723
2018
Q2 		– Sell
-109
Closed -$11K – 2161
2018
Q1 		$11K Sell
109
-172
-61% -$17.3K ﹤0.01% 2278
2017
Q4 		$29K Buy
+281
New +$26.8K ﹤0.01% 1774

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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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

Stratos Wealth Partners's PRI Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Primerica (PRI) in Q1 2025, closing a stake of 1,240 shares — an estimated $337K sold.

Stratos Wealth Partners first reported a position in PRI in Q4 2017 and held it in 9 quarters. The position peaked at $371K in Q1 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,240 Primerica shares in Q1 2025, an estimated $337K.
  • Stratos Wealth Partners first reported a position in Primerica in Q4 2017 and held it in 9 quarters.
  • Stratos Wealth Partners's Primerica position peaked at $371K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.