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

TCI 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
2023 Q1	–	Sell	-638	Closed	-$7.56K	–	2561
2022 Q4	$7.56K	Hold	638	–	–	﹤0.01%	1258
2022 Q3	$8K	Hold	638	–	–	﹤0.01%	1152
2022 Q2	$9K	Hold	638	–	–	﹤0.01%	1071
2022 Q1	$9K	Hold	638	–	–	﹤0.01%	1151
2021 Q4	$10K	Hold	638	–	–	﹤0.01%	1161
2021 Q3	$9K	Hold	638	–	–	﹤0.01%	1160
2021 Q2	$10K	Hold	638	–	–	﹤0.01%	955
2021 Q1	$9K	Buy	+638	New	+$8.77K	﹤0.01%	904

Other funds holding FRST

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

TCI Wealth Advisors's FRST Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Primis Financial Corp (FRST) in Q1 2023, closing a stake of 638 shares — an estimated $7.56K sold.

TCI Wealth Advisors first reported a position in FRST in Q1 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 104 funds tracked by Wall St. Rank hold FRST as of Q1 2023.

TCI Wealth Advisors reported no remaining Primis Financial Corp position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 638 Primis Financial Corp shares in Q1 2023, an estimated $7.56K.
TCI Wealth Advisors first reported a position in Primis Financial Corp in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Primis Financial Corp position peaked at $10K in Q4 2021.
104 funds tracked by Wall St. Rank held Primis Financial Corp as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.