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

Heritage 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
Q4 		– Sell
-8,127
Closed -$66.2K – 574
2023
Q3 		$66.2K Sell
8,127
-2,313
-22% -$20.4K ﹤0.01% 278
2023
Q2 		$87.9K Sell
10,440
-3,250
-24% -$27.2K ﹤0.01% 266
2023
Q1 		$132K Sell
13,690
-5,000
-27% -$56.6K 0.01% 237
2022
Q4 		$221K Buy
+18,690
New +$230K 0.01% 199

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 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 $552B AUM 44.19% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 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

Heritage Wealth Advisors's FRST Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Primis Financial Corp (FRST) in Q4 2023, closing a stake of 8,127 shares — an estimated $66.2K sold.

Heritage Wealth Advisors first reported a position in FRST in Q4 2022 and held it in 4 quarters. The position peaked at $221K in Q4 2022. 114 funds tracked by Wall St. Rank hold FRST as of Q4 2023.

  • Heritage Wealth Advisors reported no remaining Primis Financial Corp position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 8,127 Primis Financial Corp shares in Q4 2023, an estimated $66.2K.
  • Heritage Wealth Advisors first reported a position in Primis Financial Corp in Q4 2022 and held it in 4 quarters.
  • Heritage Wealth Advisors's Primis Financial Corp position peaked at $221K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held Primis Financial Corp as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.