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Wealthspire Advisors (Maryland)’s Primerica PRI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-7
Closed -$1K – 1623
2019
Q1 		$1K Buy
+7
New +$806 ﹤0.01% 2373

Other funds holding PRI

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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

Wealthspire Advisors (Maryland)'s PRI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Primerica (PRI) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in PRI in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 303 funds tracked by Wall St. Rank hold PRI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Primerica position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7 Primerica shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Primerica in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Primerica position peaked at $1K in Q1 2019.
  • 303 funds tracked by Wall St. Rank held Primerica as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.