U.S. Capital Wealth Advisors’s Primerica PRI Stock Holding History

U.S. Capital 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	-200	Closed	-$28.4K	–	1294
2022 Q4	$28.4K	Buy	+200	New	+$27.9K	﹤0.01%	1024
2022 Q3	–	Sell	-28,506	Closed	-$3.41M	–	670
2022 Q2	$3.41M	Buy	28,506 +31	+0.1%	+$3.9K	0.15%	136
2022 Q1	$3.9M	Buy	28,475 +7,402	+35%	+$1.05M	0.14%	152
2021 Q4	$3.23M	Sell	21,073 -629	-3%	-$99.7K	0.13%	172
2021 Q3	$3.33M	Buy	+21,702	New	+$3.23M	0.14%	161

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

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

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

U.S. Capital Wealth Advisors's PRI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Primerica (PRI) in Q1 2023, closing a stake of 200 shares — an estimated $28.4K sold.

U.S. Capital Wealth Advisors first reported a position in PRI in Q3 2021 and held it in 5 quarters. The position peaked at $3.9M in Q1 2022. 351 funds tracked by Wall St. Rank hold PRI as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Primerica position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 200 Primerica shares in Q1 2023, an estimated $28.4K.
U.S. Capital Wealth Advisors first reported a position in Primerica in Q3 2021 and held it in 5 quarters.
U.S. Capital Wealth Advisors's Primerica position peaked at $3.9M in Q1 2022.
351 funds tracked by Wall St. Rank held Primerica as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.