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 New York $5.72T AUM 30.48% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return