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CM Wealth Advisors’s Primis Financial Corp FRST Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-31,604
Closed -$285K – 262
2023
Q1 		$285K Buy
+31,604
New +$358K 0.06% 325

Other funds holding FRST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

CM Wealth Advisors's FRST Position: Q2 2023 in Review

CM Wealth Advisors sold out of Primis Financial Corp (FRST) in Q2 2023, closing a stake of 31,604 shares — an estimated $285K sold.

CM Wealth Advisors first reported a position in FRST in Q1 2023 and held it in 1 quarter. The position peaked at $285K in Q1 2023. 107 funds tracked by Wall St. Rank hold FRST as of Q2 2023.

  • CM Wealth Advisors reported no remaining Primis Financial Corp position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 31,604 Primis Financial Corp shares in Q2 2023, an estimated $285K.
  • CM Wealth Advisors first reported a position in Primis Financial Corp in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Primis Financial Corp position peaked at $285K in Q1 2023.
  • 107 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.