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Summit Wealth Group’s Primerica PRI Stock Holding History

Summit Wealth Group’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
Q2 		– Sell
-32,726
Closed – – 211
2023
Q1 		$0 Buy
+32,726
New +$5.36M ﹤0.01% 236
2021
Q3 		– Sell
-190
Closed -$29K – 177
2021
Q2 		$29K Hold
190
– – 0.04% 64
2021
Q1 		$28K Buy
+190
New +$27.2K 0.05% 61

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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Summit Wealth Group's PRI Position: Q2 2023 in Review

Summit Wealth Group sold out of Primerica (PRI) in Q2 2023, closing a stake of 32,726 shares.

Summit Wealth Group first reported a position in PRI in Q1 2021 and held it in 3 quarters. The position peaked at $29K in Q2 2021. 363 funds tracked by Wall St. Rank hold PRI as of Q2 2023.

  • Summit Wealth Group reported no remaining Primerica position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 32,726 Primerica shares in Q2 2023.
  • Summit Wealth Group first reported a position in Primerica in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Primerica position peaked at $29K in Q2 2021.
  • 363 funds tracked by Wall St. Rank held Primerica as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.