West Tower Group’s Primerica PRI Stock Holding History

West Tower Group’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
2023 Q3	–	Sell	-105	Closed	-$20.8K	–	768
2023 Q2	$20.8K	Buy	+105	New	+$19.3K	0.01%	335

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

LAM

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

West Tower Group's PRI Position: Q3 2023 in Review

West Tower Group sold out of Primerica (PRI) in Q3 2023, closing a stake of 105 shares — an estimated $20.8K sold.

West Tower Group first reported a position in PRI in Q2 2023 and held it in 1 quarter. The position peaked at $20.8K in Q2 2023. 367 funds tracked by Wall St. Rank hold PRI as of Q3 2023.

West Tower Group reported no remaining Primerica position as of Q3 2023 after selling out during the quarter.
West Tower Group sold 105 Primerica shares in Q3 2023, an estimated $20.8K.
West Tower Group first reported a position in Primerica in Q2 2023 and held it in 1 quarter.
West Tower Group's Primerica position peaked at $20.8K in Q2 2023.
367 funds tracked by Wall St. Rank held Primerica as of Q3 2023.

Based on West Tower Group's 13F filing for Q3 2023, filed 14 Nov 2023.