Wolff Wiese Magana’s Primerica PRI Stock Holding History

Wolff Wiese Magana’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	-485	Closed	-$60K	–	932
2022 Q3	$60K	Hold	485	–	–	0.05%	217
2022 Q2	$58K	Buy	485 +36	+8%	+$4.53K	0.04%	230
2022 Q1	$61K	Sell	449 -6	-1%	-$852	0.04%	238
2021 Q4	$70K	Hold	455	–	–	0.05%	237
2021 Q3	$70K	Sell	455 -42	-8%	-$6.25K	0.05%	231
2021 Q2	$76K	Hold	497	–	–	0.05%	225
2021 Q1	$73K	Hold	497	–	–	0.06%	224
2020 Q4	$67K	Buy	+497	New	+$62.4K	0.06%	222

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

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

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

Wolff Wiese Magana's PRI Position: Q4 2022 in Review

Wolff Wiese Magana sold out of Primerica (PRI) in Q4 2022, closing a stake of 485 shares — an estimated $60K sold.

Wolff Wiese Magana first reported a position in PRI in Q4 2020 and held it in 8 quarters. The position peaked at $76K in Q2 2021. 320 funds tracked by Wall St. Rank hold PRI as of Q4 2022.

Wolff Wiese Magana reported no remaining Primerica position as of Q4 2022 after selling out during the quarter.
Wolff Wiese Magana sold 485 Primerica shares in Q4 2022, an estimated $60K.
Wolff Wiese Magana first reported a position in Primerica in Q4 2020 and held it in 8 quarters.
Wolff Wiese Magana's Primerica position peaked at $76K in Q2 2021.
320 funds tracked by Wall St. Rank held Primerica as of Q4 2022.

Based on Wolff Wiese Magana's 13F filing for Q4 2022, filed 9 Feb 2023.