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Sutton Wealth Advisors’s Primerica PRI Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-6
Closed -$851 – 1380
2022
Q4 		$851 Hold
6
– – ﹤0.01% 1370
2022
Q3 		$741 Hold
6
– – ﹤0.01% 1380
2022
Q2 		$718 Buy
+6
New +$755 ﹤0.01% 1370
2022
Q1 		– Sell
-4
Closed -$613 – 1698
2021
Q4 		$613 Buy
+4
New +$634 ﹤0.01% 1461

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sutton Wealth Advisors's PRI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Primerica (PRI) in Q1 2023, closing a stake of 6 shares — an estimated $851 sold.

Sutton Wealth Advisors first reported a position in PRI in Q4 2021 and held it in 4 quarters. The position peaked at $851 in Q4 2022. 351 funds tracked by Wall St. Rank hold PRI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Primerica position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 6 Primerica shares in Q1 2023, an estimated $851.
  • Sutton Wealth Advisors first reported a position in Primerica in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Primerica position peaked at $851 in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Primerica as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.