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

JFS 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
2021 Q3	–	Sell	-2,000	Closed	-$31K	–	838
2021 Q2	$31K	Hold	2,000	–	–	﹤0.01%	323
2021 Q1	$29K	Hold	2,000	–	–	0.01%	302
2020 Q4	$24K	Hold	2,000	–	–	0.01%	313
2020 Q3	$17K	Hold	2,000	–	–	﹤0.01%	329
2020 Q2	$19K	Hold	2,000	–	–	﹤0.01%	304
2020 Q1	$20K	Buy	2,000 +1,000	+100%	+$14K	0.01%	274
2019 Q4	$16K	Hold	1,000	–	–	﹤0.01%	329
2019 Q3	$15K	Hold	1,000	–	–	﹤0.01%	327
2019 Q2	$15K	Hold	1,000	–	–	﹤0.01%	332
2019 Q1	$15K	Hold	1,000	–	–	﹤0.01%	321
2018 Q4	$13K	Hold	1,000	–	–	﹤0.01%	324
2018 Q3	$16K	Hold	1,000	–	–	﹤0.01%	344
2018 Q2	$18K	Hold	1,000	–	–	﹤0.01%	321
2018 Q1	$16K	Hold	1,000	–	–	﹤0.01%	334
2017 Q4	$16K	Hold	1,000	–	–	﹤0.01%	344
2017 Q3	$17K	Buy	+1,000	New	+$16.8K	﹤0.01%	338

Other funds holding FRST

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFC

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

CIM

Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return

JFS Wealth Advisors's FRST Position: Q3 2021 in Review

JFS Wealth Advisors sold out of Primis Financial Corp (FRST) in Q3 2021, closing a stake of 2,000 shares — an estimated $31K sold.

JFS Wealth Advisors first reported a position in FRST in Q3 2017 and held it in 16 quarters. The position peaked at $31K in Q2 2021. 99 funds tracked by Wall St. Rank hold FRST as of Q3 2021.

JFS Wealth Advisors reported no remaining Primis Financial Corp position as of Q3 2021 after selling out during the quarter.
JFS Wealth Advisors sold 2,000 Primis Financial Corp shares in Q3 2021, an estimated $31K.
JFS Wealth Advisors first reported a position in Primis Financial Corp in Q3 2017 and held it in 16 quarters.
JFS Wealth Advisors's Primis Financial Corp position peaked at $31K in Q2 2021.
99 funds tracked by Wall St. Rank held Primis Financial Corp as of Q3 2021.

Based on JFS Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.