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Fortis Advisors’s Primis Financial Corp FRST Stock Holding History

Fortis 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
2018
Q1 		– Sell
-1,075
Closed -$17K – 310
2017
Q4 		$17K Hold
1,075
– – 0.01% 208
2017
Q3 		$18K Buy
+1,075
New +$18K 0.01% 204

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 $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ESBC
E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fortis Advisors's FRST Position: Q1 2018 in Review

Fortis Advisors sold out of Primis Financial Corp (FRST) in Q1 2018, closing a stake of 1,075 shares — an estimated $17K sold.

Fortis Advisors first reported a position in FRST in Q3 2017 and held it in 2 quarters. The position peaked at $18K in Q3 2017. 87 funds tracked by Wall St. Rank hold FRST as of Q1 2018.

  • Fortis Advisors reported no remaining Primis Financial Corp position as of Q1 2018 after selling out during the quarter.
  • Fortis Advisors sold 1,075 Primis Financial Corp shares in Q1 2018, an estimated $17K.
  • Fortis Advisors first reported a position in Primis Financial Corp in Q3 2017 and held it in 2 quarters.
  • Fortis Advisors's Primis Financial Corp position peaked at $18K in Q3 2017.
  • 87 funds tracked by Wall St. Rank held Primis Financial Corp as of Q1 2018.

Based on Fortis Advisors's 13F filing for Q1 2018, filed 11 May 2018.