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TFO Wealth Partners’s Primerica PRI Stock Holding History

TFO 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
2024
Q2 		– Sell
-2
Closed -$506 – 592
2024
Q1 		$506 Hold
2
– – ﹤0.01% 265
2023
Q4 		$412 Hold
2
– – ﹤0.01% 394
2023
Q3 		$396 Hold
2
– – ﹤0.01% 529
2023
Q2 		$396 Hold
2
– – ﹤0.01% 329
2023
Q1 		$344 Sell
2
-1
-33% -$164 ﹤0.01% 337
2022
Q4 		$220 Buy
+3
New +$418 ﹤0.01% 616

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

TFO Wealth Partners's PRI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Primerica (PRI) in Q2 2024, closing a stake of 2 shares — an estimated $506 sold.

TFO Wealth Partners first reported a position in PRI in Q4 2022 and held it in 6 quarters. The position peaked at $506 in Q1 2024. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Primerica shares in Q2 2024, an estimated $506.
  • TFO Wealth Partners first reported a position in Primerica in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Primerica position peaked at $506 in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.