VVP
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Venture Visionary Partners’s Primerica PRI Stock Holding History

Venture Visionary 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
2022
Q3 		– Sell
-378
Closed -$45.2K – 1254
2022
Q2 		$45.2K Buy
+378
New +$47.5K ﹤0.01% 825

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BWA
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BAMCO Inc
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Venture Visionary Partners's PRI Position: Q3 2022 in Review

Venture Visionary Partners sold out of Primerica (PRI) in Q3 2022, closing a stake of 378 shares — an estimated $45.2K sold.

Venture Visionary Partners first reported a position in PRI in Q2 2022 and held it in 1 quarter. The position peaked at $45.2K in Q2 2022. 301 funds tracked by Wall St. Rank hold PRI as of Q3 2022.

  • Venture Visionary Partners reported no remaining Primerica position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 378 Primerica shares in Q3 2022, an estimated $45.2K.
  • Venture Visionary Partners first reported a position in Primerica in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Primerica position peaked at $45.2K in Q2 2022.
  • 301 funds tracked by Wall St. Rank held Primerica as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.