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Berman Capital Advisors’s Primis Financial Corp FRST Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$13K Hold
943
– – ﹤0.01% 1098
2021
Q2 		$14K Buy
+943
New +$14.1K ﹤0.01% 1021
2021
Q1 		– Sell
-998
Closed -$13.7K – 1809
2020
Q4 		$12K Hold
998
– – ﹤0.01% 845
2020
Q3 		$8K Buy
998
+307
+44% +$2.69K ﹤0.01% 867
2020
Q2 		$6K Buy
+691
New +$6.65K ﹤0.01% 933

Other funds holding FRST

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return

Berman Capital Advisors's FRST Position: Q3 2021 in Review

Berman Capital Advisors held its Primis Financial Corp (FRST) position steady in Q3 2021 at 943 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Berman Capital Advisors first reported a position in FRST in Q2 2020 and has held it in 5 quarters since. The position peaked at $14K in Q2 2021. 100 funds tracked by Wall St. Rank hold FRST as of Q3 2021.

  • Berman Capital Advisors held 943 shares of Primis Financial Corp worth $13K as of Q3 2021.
  • Berman Capital Advisors left its Primis Financial Corp share count unchanged in Q3 2021.
  • Primis Financial Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1098 holding.
  • Berman Capital Advisors first reported a position in Primis Financial Corp in Q2 2020 and has held it in 5 quarters since.
  • Berman Capital Advisors's Primis Financial Corp position peaked at $14K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held Primis Financial Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.