TCI Wealth Advisors’s Primerica PRI Stock Holding History

TCI 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 Q2	–	Sell	-403	Closed	-$69.4K	–	1706
2023 Q1	$69.4K	Hold	403	–	–	0.01%	354
2022 Q4	$57.2K	Hold	403	–	–	0.01%	370
2022 Q3	$50K	Buy	403 +3	+0.8%	+$380	0.01%	367
2022 Q2	$48K	Hold	400	–	–	0.01%	377
2022 Q1	$55K	Hold	400	–	–	0.01%	384
2021 Q4	$61K	Hold	400	–	–	0.01%	362
2021 Q3	$61K	Hold	400	–	–	0.01%	375
2021 Q2	$61K	Hold	400	–	–	0.01%	353
2021 Q1	$59K	Hold	400	–	–	0.03%	322
2020 Q4	$54K	Hold	400	–	–	0.02%	325
2020 Q3	$45K	Hold	400	–	–	0.02%	329
2020 Q2	$47K	Hold	400	–	–	0.02%	316
2020 Q1	$35K	Buy	400 +100	+33%	+$11.4K	0.02%	361
2019 Q4	$39K	Hold	300	–	–	0.02%	429
2019 Q3	$38K	Hold	300	–	–	0.02%	372
2019 Q2	$36K	Buy	300 +100	+50%	+$12.4K	0.02%	368
2019 Q1	$24K	Hold	200	–	–	0.01%	462
2018 Q4	$20K	Hold	200	–	–	0.01%	474
2018 Q3	$24K	Hold	200	–	–	0.01%	466
2018 Q2	$20K	Hold	200	–	–	0.01%	488
2018 Q1	$19K	Hold	200	–	–	0.01%	494
2017 Q4	$20K	Hold	200	–	–	0.01%	496
2017 Q3	$16K	Hold	200	–	–	0.01%	503
2017 Q2	$15K	Hold	200	–	–	0.01%	512
2017 Q1	$16K	Hold	200	–	–	0.01%	487
2016 Q4	$14K	Hold	200	–	–	0.01%	561
2016 Q3	$11K	Hold	200	–	–	0.01%	557
2016 Q2	$11K	Buy	+200	New	+$10.4K	0.01%	553
2016 Q1	–	Sell	-200	Closed	-$9K	–	1392
2015 Q4	$9K	Hold	200	–	–	0.01%	611
2015 Q3	$9K	Hold	200	–	–	0.01%	538
2015 Q2	$9K	Hold	200	–	–	0.01%	542
2015 Q1	$10K	Hold	200	–	–	0.01%	459
2014 Q4	$11K	Hold	200	–	–	0.01%	438
2014 Q3	$10K	Hold	200	–	–	0.01%	446
2014 Q2	$10K	Hold	200	–	–	0.01%	458
2014 Q1	$9K	Buy	+200	New	+$8.89K	0.01%	443

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TCI Wealth Advisors's PRI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Primerica (PRI) in Q2 2023, closing a stake of 403 shares — an estimated $69.4K sold.

TCI Wealth Advisors first reported a position in PRI in Q1 2014 and held it in 36 quarters. The position peaked at $69.4K in Q1 2023. 363 funds tracked by Wall St. Rank hold PRI as of Q2 2023.

TCI Wealth Advisors reported no remaining Primerica position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 403 Primerica shares in Q2 2023, an estimated $69.4K.
TCI Wealth Advisors first reported a position in Primerica in Q1 2014 and held it in 36 quarters.
TCI Wealth Advisors's Primerica position peaked at $69.4K in Q1 2023.
363 funds tracked by Wall St. Rank held Primerica as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.