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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 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 $552B AUM 44.19% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Spire Wealth Management's FRST Position: Q3 2024 in Review

Spire Wealth Management sold out of Primis Financial Corp (FRST) in Q3 2024, closing a stake of 655 shares — an estimated $6.86K sold.

Spire Wealth Management first reported a position in FRST in Q2 2023 and held it in 5 quarters. The position peaked at $7.99K in Q4 2023. 123 funds tracked by Wall St. Rank hold FRST as of Q3 2024.

  • Spire Wealth Management reported no remaining Primis Financial Corp position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 655 Primis Financial Corp shares in Q3 2024, an estimated $6.86K.
  • Spire Wealth Management first reported a position in Primis Financial Corp in Q2 2023 and held it in 5 quarters.
  • Spire Wealth Management's Primis Financial Corp position peaked at $7.99K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Primis Financial Corp as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.