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SYSTM Wealth Solutions’s Primerica PRI Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-675
Closed -$171K – 894
2024
Q1 		$171K Hold
675
– – 0.02% 415
2023
Q4 		$139K Buy
+675
New +$138K 0.02% 417
2023
Q2 		– Sell
-2,085
Closed -$359K – 512
2023
Q1 		$359K Sell
2,085
-13
-0.6% -$2.13K 0.06% 353
2022
Q4 		$298K Buy
+2,098
New +$292K 0.04% 440

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's PRI Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Primerica (PRI) in Q2 2024, closing a stake of 675 shares — an estimated $171K sold.

SYSTM Wealth Solutions first reported a position in PRI in Q4 2022 and held it in 4 quarters. The position peaked at $359K in Q1 2023. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 675 Primerica shares in Q2 2024, an estimated $171K.
  • SYSTM Wealth Solutions first reported a position in Primerica in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Primerica position peaked at $359K in Q1 2023.
  • 408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.