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BCWM
Bartlett & Co Wealth Management’s
Primis Financial Corp
FRST
Stock Holding History
Bartlett & Co Wealth Management’s Portfolio
FRST Stock Details
FRST Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-692
Closed
-$11.3K
–
861
2019
Q4
$11.3K
Hold
692
–
–
﹤0.01%
716
2019
Q3
$10.7K
Hold
692
–
–
﹤0.01%
729
2019
Q2
$10.6K
Hold
692
–
–
﹤0.01%
584
2019
Q1
$10.1K
Hold
692
–
–
﹤0.01%
578
2018
Q4
$9.15K
Hold
692
–
–
﹤0.01%
587
2018
Q3
$11.2K
Hold
692
–
–
﹤0.01%
593
2018
Q2
$12.3K
Hold
692
–
–
﹤0.01%
581
2018
Q1
$11K
Buy
+692
New
+$11.1K
﹤0.01%
600
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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