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Gradient Investments’s Primis Financial Corp FRST Stock Holding History

Gradient Investments’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
Q1 		– Sell
-137
Closed -$1.73K – 1447
2023
Q4 		$1.73K Hold
137
– – ﹤0.01% 1267
2023
Q3 		$1.12K Hold
137
– – ﹤0.01% 1337
2023
Q2 		$1.15K Buy
+137
New +$1.15K ﹤0.01% 1316

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Gradient Investments's FRST Position: Q1 2024 in Review

Gradient Investments sold out of Primis Financial Corp (FRST) in Q1 2024, closing a stake of 137 shares — an estimated $1.73K sold.

Gradient Investments first reported a position in FRST in Q2 2023 and held it in 3 quarters. The position peaked at $1.73K in Q4 2023. 119 funds tracked by Wall St. Rank hold FRST as of Q1 2024.

  • Gradient Investments reported no remaining Primis Financial Corp position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 137 Primis Financial Corp shares in Q1 2024, an estimated $1.73K.
  • Gradient Investments first reported a position in Primis Financial Corp in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Primis Financial Corp position peaked at $1.73K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Primis Financial Corp as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.