YorkBridge Wealth Partners’s Primerica PRI Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-86	Closed	-$10K	–	526
2019 Q2	$10K	Sell	86 -32	-27%	-$3.96K	﹤0.01%	559
2019 Q1	$14K	Sell	118 -146	-55%	-$16.8K	0.01%	518
2018 Q4	$26K	Hold	264	–	–	0.01%	404
2018 Q3	$32K	Hold	264	–	–	0.01%	414
2018 Q2	$26K	Buy	264 +8	+3%	+$783	0.01%	465
2018 Q1	$25K	Buy	256 +37	+17%	+$3.72K	0.01%	474
2017 Q4	$21K	Sell	219 -61	-22%	-$5.81K	0.01%	504
2017 Q3	$23K	Hold	280	–	–	0.01%	489
2017 Q2	$22K	Hold	280	–	–	0.01%	486
2017 Q1	$24K	Buy	280 +89	+47%	+$6.94K	0.01%	467
2016 Q4	$14K	Buy	+191	New	+$12.1K	0.01%	519

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YorkBridge Wealth Partners's PRI Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Primerica (PRI) in Q3 2019, closing a stake of 86 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in PRI in Q4 2016 and held it in 11 quarters. The position peaked at $32K in Q3 2018. 296 funds tracked by Wall St. Rank hold PRI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Primerica position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 86 Primerica shares in Q3 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in Primerica in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Primerica position peaked at $32K in Q3 2018.
296 funds tracked by Wall St. Rank held Primerica as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.