IFWM
FRST icon

Institute for Wealth Management’s Primis Financial Corp FRST Stock Holding History

Institute for Wealth Management’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
2019
Q3 		– Sell
-51,368
Closed -$786K – 444
2019
Q2 		$786K Buy
51,368
+75
+0.1% +$1.11K 0.17% 176
2019
Q1 		$751K Buy
+51,293
New +$774K 0.16% 171
2018
Q4 		– Sell
-51,114
Closed -$829K – 291
2018
Q3 		$829K Buy
51,114
+53
+0.1% +$918 0.28% 117
2018
Q2 		$910K Buy
51,061
+665
+1% +$11.1K 0.29% 120
2018
Q1 		$819K Buy
50,396
+51
+0.1% +$818 0.24% 148
2017
Q4 		$805K Sell
50,345
-10,231
-17% -$169K 0.19% 160
2017
Q3 		$1.03M Buy
60,576
+10,328
+21% +$173K 0.33% 100
2017
Q2 		$884K Buy
+50,248
New +$871K 0.24% 135

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return