WWP
PRI icon

WR Wealth Planners’s Primerica PRI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$17.6K Hold
65
– – 0.01% 495
2024
Q3 		$17.2K Buy
65
+11
+20% +$2.78K ﹤0.01% 523
2024
Q2 		$12.8K Buy
54
+5
+10% +$1.13K ﹤0.01% 542
2024
Q1 		$12.4K Buy
+49
New +$11.6K ﹤0.01% 557
2023
Q4 		– Sell
-53
Closed -$10.3K – 677
2023
Q3 		$10.3K Hold
53
– – ﹤0.01% 554
2023
Q2 		$10.5K Sell
53
-15
-22% -$2.75K ﹤0.01% 556
2023
Q1 		$11.7K Buy
+68
New +$11.1K 0.01% 517

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

WR Wealth Planners's PRI Position: Q4 2024 in Review

WR Wealth Planners held its Primerica (PRI) position steady in Q4 2024 at 65 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #495.

WR Wealth Planners first reported a position in PRI in Q1 2023 and has held it in 7 quarters since. 488 funds tracked by Wall St. Rank hold PRI as of Q4 2024.

  • WR Wealth Planners held 65 shares of Primerica worth $17.6K as of Q4 2024.
  • WR Wealth Planners left its Primerica share count unchanged in Q4 2024.
  • Primerica made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #495 holding.
  • WR Wealth Planners first reported a position in Primerica in Q1 2023 and has held it in 7 quarters since.
  • 488 funds tracked by Wall St. Rank held Primerica as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.