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

Capital Performance 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
2024
Q4 		– Sell
-131
Closed -$1.6K – 1084
2024
Q3 		$1.6K Buy
+131
New +$1.55K ﹤0.01% 1674

Other funds holding FRST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return

Capital Performance Advisors's FRST Position: Q4 2024 in Review

Capital Performance Advisors sold out of Primis Financial Corp (FRST) in Q4 2024, closing a stake of 131 shares — an estimated $1.6K sold.

Capital Performance Advisors first reported a position in FRST in Q3 2024 and held it in 1 quarter. The position peaked at $1.6K in Q3 2024. 118 funds tracked by Wall St. Rank hold FRST as of Q4 2024.

  • Capital Performance Advisors reported no remaining Primis Financial Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 131 Primis Financial Corp shares in Q4 2024, an estimated $1.6K.
  • Capital Performance Advisors first reported a position in Primis Financial Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Primis Financial Corp position peaked at $1.6K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Primis Financial Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.