SWM
FRST icon

Selective Wealth Management’s Primis Financial Corp FRST Stock Holding History

Selective 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
2022
Q4 		– Sell
-700
Closed -$8K – 337
2022
Q3 		$8K Hold
700
– – ﹤0.01% 544
2022
Q2 		$10K Hold
700
– – ﹤0.01% 558
2022
Q1 		$10K Hold
700
– – ﹤0.01% 534
2021
Q4 		$11K Hold
700
– – ﹤0.01% 476
2021
Q3 		$10K Hold
700
– – 0.01% 433
2021
Q2 		$11K Hold
700
– – 0.01% 331
2021
Q1 		$10K Buy
+700
New +$9.62K 0.01% 253

Other funds holding FRST

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return

Selective Wealth Management's FRST Position: Q4 2022 in Review

Selective Wealth Management sold out of Primis Financial Corp (FRST) in Q4 2022, closing a stake of 700 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in FRST in Q1 2021 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 105 funds tracked by Wall St. Rank hold FRST as of Q4 2022.

  • Selective Wealth Management reported no remaining Primis Financial Corp position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 700 Primis Financial Corp shares in Q4 2022, an estimated $8K.
  • Selective Wealth Management first reported a position in Primis Financial Corp in Q1 2021 and held it in 7 quarters.
  • Selective Wealth Management's Primis Financial Corp position peaked at $11K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Primis Financial Corp as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.