HighTower Advisors’s Primis Financial Corp FRST Stock Holding History

HighTower 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
2024 Q4	–	Sell	-10,197	Closed	-$125K	–	3901
2024 Q3	$125K	Sell	10,197 -484	-5%	-$5.72K	﹤0.01%	3257
2024 Q2	$112K	Hold	10,681	–	–	﹤0.01%	3178
2024 Q1	$131K	Hold	10,681	–	–	﹤0.01%	3085
2023 Q4	$135K	Buy	10,681 +484	+5%	+$4.72K	﹤0.01%	3125
2023 Q3	$83K	Hold	10,197	–	–	﹤0.01%	3137
2023 Q2	$86K	Hold	10,197	–	–	﹤0.01%	3101
2023 Q1	$97K	Hold	10,197	–	–	﹤0.01%	2953
2022 Q4	$120K	Hold	10,197	–	–	﹤0.01%	2913
2022 Q3	$124K	Hold	10,197	–	–	﹤0.01%	2721
2022 Q2	$139K	Hold	10,197	–	–	﹤0.01%	2713
2022 Q1	$142K	Hold	10,197	–	–	﹤0.01%	2915
2021 Q4	$153K	Hold	10,197	–	–	﹤0.01%	2845
2021 Q3	$148K	Hold	10,197	–	–	﹤0.01%	2783
2021 Q2	$155K	Hold	10,197	–	–	﹤0.01%	2722
2021 Q1	$148K	Hold	10,197	–	–	﹤0.01%	2677
2020 Q4	$124K	Sell	10,197 -123	-1%	-$1.33K	﹤0.01%	2307
2020 Q3	$89K	Hold	10,320	–	–	﹤0.01%	2249
2020 Q2	$99K	Buy	10,320 +123	+1%	+$1.18K	﹤0.01%	2123
2020 Q1	$101K	Hold	10,197	–	–	﹤0.01%	1936
2019 Q4	$166K	Hold	10,197	–	–	﹤0.01%	2012
2019 Q3	$157K	Hold	10,197	–	–	﹤0.01%	2108
2019 Q2	$155K	Hold	10,197	–	–	﹤0.01%	2102
2019 Q1	$149K	Hold	10,197	–	–	﹤0.01%	2015
2018 Q4	$135K	Hold	10,197	–	–	﹤0.01%	1922
2018 Q3	$164K	Hold	10,197	–	–	﹤0.01%	1991
2018 Q2	$181K	Hold	10,197	–	–	﹤0.01%	1923
2018 Q1	$161K	Hold	10,197	–	–	﹤0.01%	1914
2017 Q4	$163K	Sell	10,197 -192	-2%	-$3.18K	﹤0.01%	1961
2017 Q3	$176K	Hold	10,389	–	–	﹤0.01%	1934
2017 Q2	$183K	Buy	+10,389	New	+$180K	﹤0.01%	1856

Other funds holding FRST

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

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

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

HighTower Advisors's FRST Position: Q4 2024 in Review

HighTower Advisors sold out of Primis Financial Corp (FRST) in Q4 2024, closing a stake of 10,197 shares — an estimated $125K sold.

HighTower Advisors first reported a position in FRST in Q2 2017 and held it in 30 quarters. The position peaked at $183K in Q2 2017. 119 funds tracked by Wall St. Rank hold FRST as of Q4 2024.

HighTower Advisors reported no remaining Primis Financial Corp position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 10,197 Primis Financial Corp shares in Q4 2024, an estimated $125K.
HighTower Advisors first reported a position in Primis Financial Corp in Q2 2017 and held it in 30 quarters.
HighTower Advisors's Primis Financial Corp position peaked at $183K in Q2 2017.
119 funds tracked by Wall St. Rank held Primis Financial Corp as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.