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Washington Trust Advisors’s Primerica PRI Stock Holding History

Washington Trust 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
Q4 		– Sell
-77
Closed -$10K – 859
2022
Q3 		$10K Hold
77
– – ﹤0.01% 606
2022
Q2 		$9K Hold
77
– – ﹤0.01% 648
2022
Q1 		$11K Hold
77
– – ﹤0.01% 695
2021
Q4 		$12K Buy
+77
New +$12.2K ﹤0.01% 703

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Washington Trust Advisors's PRI Position: Q4 2022 in Review

Washington Trust Advisors sold out of Primerica (PRI) in Q4 2022, closing a stake of 77 shares — an estimated $10K sold.

Washington Trust Advisors first reported a position in PRI in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 320 funds tracked by Wall St. Rank hold PRI as of Q4 2022.

  • Washington Trust Advisors reported no remaining Primerica position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 77 Primerica shares in Q4 2022, an estimated $10K.
  • Washington Trust Advisors first reported a position in Primerica in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's Primerica position peaked at $12K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held Primerica as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.