WealthShield Partners’s Primerica PRI Stock Holding History

WealthShield 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
2021 Q2	–	Sell	-30	Closed	-$4K	–	1052
2021 Q1	$4K	Buy	+30	New	+$4.3K	﹤0.01%	998

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthShield Partners's PRI Position: Q2 2021 in Review

WealthShield Partners sold out of Primerica (PRI) in Q2 2021, closing a stake of 30 shares — an estimated $4K sold.

WealthShield Partners first reported a position in PRI in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 318 funds tracked by Wall St. Rank hold PRI as of Q2 2021.

WealthShield Partners reported no remaining Primerica position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 30 Primerica shares in Q2 2021, an estimated $4K.
WealthShield Partners first reported a position in Primerica in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Primerica position peaked at $4K in Q1 2021.
318 funds tracked by Wall St. Rank held Primerica as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.