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Pinnacle Wealth Planning Services’s Primis Financial Corp FRST Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-1,612
Closed -$20K – 947
2020
Q4 		$20K Buy
+1,612
New +$17.4K ﹤0.01% 1150

Other funds holding FRST

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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
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Franklin Resources
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's FRST Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Primis Financial Corp (FRST) in Q1 2021, closing a stake of 1,612 shares — an estimated $20K sold.

Pinnacle Wealth Planning Services first reported a position in FRST in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 96 funds tracked by Wall St. Rank hold FRST as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Primis Financial Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,612 Primis Financial Corp shares in Q1 2021, an estimated $20K.
  • Pinnacle Wealth Planning Services first reported a position in Primis Financial Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Primis Financial Corp position peaked at $20K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Primis Financial Corp as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.