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

Spire 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
2024 Q3	–	Sell	-655	Closed	-$6.86K	–	2208
2024 Q2	$6.86K	Buy	655 +6	+0.9%	+$63	﹤0.01%	1748
2024 Q1	$7.89K	Buy	649 +6	+0.9%	+$74	﹤0.01%	1781
2023 Q4	$7.99K	Buy	643 +6	+0.9%	+$59	﹤0.01%	1815
2023 Q3	$5.19K	Buy	637 +7	+1%	+$62	﹤0.01%	1933
2023 Q2	$5.3K	Buy	+630	New	+$5.27K	﹤0.01%	1982

Other funds holding FRST

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

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

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

Dimensional Fund Advisors

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

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

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