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VisionPoint Advisory Group’s Primerica PRI Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-10
Closed -$2.37K – 642
2024
Q2 		$2.37K Buy
10
+1
+11% +$227 ﹤0.01% 652
2024
Q1 		$2.28K Sell
9
-1
-10% -$237 ﹤0.01% 660
2023
Q4 		$2.06K Sell
10
-4
-29% -$817 ﹤0.01% 627
2023
Q3 		$2.72K Buy
14
+12
+600% +$2.46K ﹤0.01% 565
2023
Q2 		$396 Buy
+2
New +$367 ﹤0.01% 555

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
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

VisionPoint Advisory Group's PRI Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Primerica (PRI) in Q3 2024, closing a stake of 10 shares — an estimated $2.37K sold.

VisionPoint Advisory Group first reported a position in PRI in Q2 2023 and held it in 5 quarters. The position peaked at $2.72K in Q3 2023. 449 funds tracked by Wall St. Rank hold PRI as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Primerica position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 10 Primerica shares in Q3 2024, an estimated $2.37K.
  • VisionPoint Advisory Group first reported a position in Primerica in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Primerica position peaked at $2.72K in Q3 2023.
  • 449 funds tracked by Wall St. Rank held Primerica as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.