Toth Financial Advisory’s Primerica PRI Stock Holding History

Toth Financial Advisory’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
2021 Q2	–	Sell	-5,100	Closed	-$754K	–	729
2021 Q1	$754K	Buy	+5,100	New	+$731K	0.12%	128
2020 Q1	–	Sell	-4,000	Closed	-$522K	–	503
2019 Q4	$522K	Buy	4,000 +2,000	+100%	+$258K	0.11%	128
2019 Q3	$254K	Buy	+2,000	New	+$241K	0.06%	156

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Toth Financial Advisory's PRI Position: Q2 2021 in Review

Toth Financial Advisory sold out of Primerica (PRI) in Q2 2021, closing a stake of 5,100 shares — an estimated $754K sold.

Toth Financial Advisory first reported a position in PRI in Q3 2019 and held it in 3 quarters. The position peaked at $754K in Q1 2021. 318 funds tracked by Wall St. Rank hold PRI as of Q2 2021.

Toth Financial Advisory reported no remaining Primerica position as of Q2 2021 after selling out during the quarter.
Toth Financial Advisory sold 5,100 Primerica shares in Q2 2021, an estimated $754K.
Toth Financial Advisory first reported a position in Primerica in Q3 2019 and held it in 3 quarters.
Toth Financial Advisory's Primerica position peaked at $754K in Q1 2021.
318 funds tracked by Wall St. Rank held Primerica as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.