Beese Fulmer Investment Management’s Primis Financial Corp FRST Stock Holding History

Beese Fulmer Investment 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
2020 Q3	–	Sell	-3,900	Closed	-$38K	–	323
2020 Q2	$38K	Buy	+3,900	New	+$37.5K	0.01%	351
2019 Q3	–	Sell	-10,792	Closed	-$165K	–	212
2019 Q2	$165K	Hold	10,792	–	–	0.03%	175
2019 Q1	$158K	Hold	10,792	–	–	0.03%	175
2018 Q4	$143K	Hold	10,792	–	–	0.03%	166
2018 Q3	$175K	Hold	10,792	–	–	0.03%	186
2018 Q2	$193K	Sell	10,792 -692	-6%	-$11.6K	0.04%	189
2018 Q1	$182K	Hold	11,484	–	–	0.04%	178
2017 Q4	$184K	Sell	11,484 -400	-3%	-$6.62K	0.04%	182
2017 Q3	$202K	Hold	11,884	–	–	0.05%	179
2017 Q2	$209K	Hold	11,884	–	–	0.05%	166
2017 Q1	$201K	Hold	11,884	–	–	0.05%	167
2016 Q4	$194K	Hold	11,884	–	–	0.05%	170
2016 Q3	$155K	Buy	+11,884	New	+$151K	0.04%	167

Other funds holding FRST

CCCPI

Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Beese Fulmer Investment Management's FRST Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Primis Financial Corp (FRST) in Q3 2020, closing a stake of 3,900 shares — an estimated $38K sold.

Beese Fulmer Investment Management first reported a position in FRST in Q3 2016 and held it in 13 quarters. The position peaked at $209K in Q2 2017. 102 funds tracked by Wall St. Rank hold FRST as of Q3 2020.

Beese Fulmer Investment Management reported no remaining Primis Financial Corp position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 3,900 Primis Financial Corp shares in Q3 2020, an estimated $38K.
Beese Fulmer Investment Management first reported a position in Primis Financial Corp in Q3 2016 and held it in 13 quarters.
Beese Fulmer Investment Management's Primis Financial Corp position peaked at $209K in Q2 2017.
102 funds tracked by Wall St. Rank held Primis Financial Corp as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.