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Avior Wealth Management’s Primis Financial Corp FRST Stock Holding History

Avior Wealth Management’s Portfolio FRST Stock Details FRST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$73 – 2809
2024
Q1 		$73 Buy
+6
New +$74 ﹤0.01% 3324

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PFP
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Avior Wealth Management's FRST Position: Q2 2024 in Review

Avior Wealth Management sold out of Primis Financial Corp (FRST) in Q2 2024, closing a stake of 6 shares — an estimated $73 sold.

Avior Wealth Management first reported a position in FRST in Q1 2024 and held it in 1 quarter. The position peaked at $73 in Q1 2024. 125 funds tracked by Wall St. Rank hold FRST as of Q2 2024.

  • Avior Wealth Management reported no remaining Primis Financial Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Primis Financial Corp shares in Q2 2024, an estimated $73.
  • Avior Wealth Management first reported a position in Primis Financial Corp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Primis Financial Corp position peaked at $73 in Q1 2024.
  • 125 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.