Bartlett & Co’s Primis Financial Corp FRST Stock Holding History

Bartlett & Co’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
2019 Q3	$11K	Hold	692	–	–	﹤0.01%	724
2019 Q2	$11K	Hold	692	–	–	﹤0.01%	579
2019 Q1	$10K	Hold	692	–	–	﹤0.01%	577
2018 Q4	$9K	Hold	692	–	–	﹤0.01%	587
2018 Q3	$11K	Hold	692	–	–	﹤0.01%	593
2018 Q2	$12K	Hold	692	–	–	﹤0.01%	581
2018 Q1	$11K	Hold	692	–	–	﹤0.01%	600
2017 Q4	$11K	Hold	692	–	–	﹤0.01%	580
2017 Q3	$12K	Hold	692	–	–	﹤0.01%	566
2017 Q2	$12K	Sell	692 -346	-33%	-$6K	﹤0.01%	571
2017 Q1	$18K	Hold	1,038	–	–	﹤0.01%	543
2016 Q4	$17K	Hold	1,038	–	–	﹤0.01%	554
2016 Q3	$14K	Hold	1,038	–	–	﹤0.01%	573
2016 Q2	$13K	Hold	1,038	–	–	﹤0.01%	587
2016 Q1	$12K	Hold	1,038	–	–	﹤0.01%	587
2015 Q4	$14K	Sell	1,038 -346	-25%	-$4.15K	﹤0.01%	582
2015 Q3	$16K	Buy	+1,384	New	+$15.8K	﹤0.01%	560

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return

Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return