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Primerica shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Primerica (PRI) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Primerica

Tip: Access up to 7 years of quarterly data

All positions including Primerica held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Primerica by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 862 252.96
2023-12-31 $177k 862 205.76
2023-09-30 $167k 862 194.01
2023-06-30 $210k 1.1k 197.76
2023-03-31 $183k 1.1k 172.24
2022-12-31 $151k 1.1k 141.82
2022-09-30 $132k 1.1k 124.29
2022-06-30 $127k 1.1k 119.59

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Opus Small Cap Value Etf Etf (OSCV)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Microsoft Stock (MSFT)
Home Depot Stock (HD)

View all positions for Sugarloaf Wealth Management

Top funds holding Primerica

Vanguard Group
BlackRock
FMR
Brave Warrior Advisors
Bamco
Lyrical Asset Management
Agf Management
Geode Capital Management
Dimensional Fund Advisors
Fiduciary Management
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
T. Rowe Price Associates
Quantum Capital Management

View all funds holding Primerica