Wipfli Financial Advisors’s Primerica PRI Stock Holding History

Wipfli 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 Q3	$80K	Buy	+650	New	+$82.4K	0.01%	838

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Wipfli Financial Advisors's PRI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Primerica (PRI) in Q3 2022: 650 shares worth $80K. The stake represents 0.01% of the portfolio and ranks #838 among its holdings.

301 funds tracked by Wall St. Rank hold PRI as of Q3 2022.

Wipfli Financial Advisors held 650 shares of Primerica worth $80K as of Q3 2022.
Primerica was a new Wipfli Financial Advisors position in Q3 2022.
Primerica made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #838 holding.
301 funds tracked by Wall St. Rank held Primerica as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.