Values First Advisors’s Primerica PRI Stock Holding History

Values First 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	-22	Closed	-$3.86K	–	289
2023 Q1	$3.86K	Buy	+22	New	+$3.61K	﹤0.01%	237

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

Values First Advisors's PRI Position: Q2 2023 in Review

Values First Advisors sold out of Primerica (PRI) in Q2 2023, closing a stake of 22 shares — an estimated $3.86K sold.

Values First Advisors first reported a position in PRI in Q1 2023 and held it in 1 quarter. The position peaked at $3.86K in Q1 2023. 363 funds tracked by Wall St. Rank hold PRI as of Q2 2023.

Values First Advisors reported no remaining Primerica position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 22 Primerica shares in Q2 2023, an estimated $3.86K.
Values First Advisors first reported a position in Primerica in Q1 2023 and held it in 1 quarter.
Values First Advisors's Primerica position peaked at $3.86K in Q1 2023.
363 funds tracked by Wall St. Rank held Primerica as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.