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Voya Financial Advisors’s Primerica PRI Stock Holding History

Voya Financial 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
2022
Q1 		– Sell
-1,516
Closed -$233K – 278
2021
Q4 		$233K Buy
1,516
+13
+0.9% +$2.06K 0.03% 244
2021
Q3 		$234K Buy
1,503
+82
+6% +$12.2K 0.03% 235
2021
Q2 		$218K Sell
1,421
-2,257
-61% -$356K 0.03% 239
2021
Q1 		$549K Buy
3,678
+637
+21% +$91.4K 0.02% 406
2020
Q4 		$407K Buy
3,041
+201
+7% +$25.3K 0.02% 443
2020
Q3 		$321K Sell
2,840
-1,742
-38% -$212K 0.02% 447
2020
Q2 		$522K Sell
4,582
-516
-10% -$54.9K 0.03% 356
2020
Q1 		$462K Buy
5,098
+76
+2% +$8.69K 0.03% 363
2019
Q4 		$656K Buy
5,022
+248
+5% +$32K 0.03% 347
2019
Q3 		$608K Sell
4,774
-169
-3% -$20.4K 0.03% 345
2019
Q2 		$600K Sell
4,943
-142
-3% -$17.6K 0.03% 352
2019
Q1 		$621K Buy
5,085
+24
+0.5% +$2.77K 0.04% 314
2018
Q4 		$487K Buy
5,061
+452
+10% +$50.3K 0.03% 329
2018
Q3 		$557K Buy
4,609
+893
+24% +$104K 0.03% 334
2018
Q2 		$368K Buy
3,716
+921
+33% +$90.1K 0.02% 386
2018
Q1 		$271K Buy
2,795
+631
+29% +$63.4K 0.02% 451
2017
Q4 		$222K Buy
+2,164
New +$206K 0.01% 509

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Voya Financial Advisors's PRI Position: Q1 2022 in Review

Voya Financial Advisors sold out of Primerica (PRI) in Q1 2022, closing a stake of 1,516 shares — an estimated $233K sold.

Voya Financial Advisors first reported a position in PRI in Q4 2017 and held it in 17 quarters. The position peaked at $656K in Q4 2019. 323 funds tracked by Wall St. Rank hold PRI as of Q1 2022.

  • Voya Financial Advisors reported no remaining Primerica position as of Q1 2022 after selling out during the quarter.
  • Voya Financial Advisors sold 1,516 Primerica shares in Q1 2022, an estimated $233K.
  • Voya Financial Advisors first reported a position in Primerica in Q4 2017 and held it in 17 quarters.
  • Voya Financial Advisors's Primerica position peaked at $656K in Q4 2019.
  • 323 funds tracked by Wall St. Rank held Primerica as of Q1 2022.

Based on Voya Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.