VitalStone Financial’s Primerica PRI Stock Holding History

VitalStone Financial’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 Q1	–	Sell	-34	Closed	-$7K	–	577
2023 Q4	$7K	Buy	34 +22	+183%	+$4.5K	0.01%	317
2023 Q3	$2K	Buy	+12	New	+$2.46K	﹤0.01%	385

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

VitalStone Financial's PRI Position: Q1 2024 in Review

VitalStone Financial sold out of Primerica (PRI) in Q1 2024, closing a stake of 34 shares — an estimated $7K sold.

VitalStone Financial first reported a position in PRI in Q3 2023 and held it in 2 quarters. The position peaked at $7K in Q4 2023. 400 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

VitalStone Financial reported no remaining Primerica position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 34 Primerica shares in Q1 2024, an estimated $7K.
VitalStone Financial first reported a position in Primerica in Q3 2023 and held it in 2 quarters.
VitalStone Financial's Primerica position peaked at $7K in Q4 2023.
400 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.