WG
FRST icon

Winton Group’s Primis Financial Corp FRST Stock Holding History

Winton Group’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
Q4 		– Sell
-30,717
Closed -$444K – 1145
2021
Q3 		$444K Sell
30,717
-514
-2% -$7.68K 0.02% 919
2021
Q2 		$477K Buy
31,231
+630
+2% +$9.45K 0.03% 949
2021
Q1 		$445K Sell
30,601
-1,049
-3% -$14.4K 0.03% 948
2020
Q4 		$383K Sell
31,650
-50,245
-61% -$544K 0.03% 924
2020
Q3 		$711K Sell
81,895
-25,606
-24% -$224K 0.02% 964
2020
Q2 		$1.04M Buy
107,501
+33,612
+45% +$323K 0.03% 952
2020
Q1 		$727K Buy
73,889
+18,017
+32% +$252K 0.02% 915
2019
Q4 		$914K Sell
55,872
-16,952
-23% -$268K 0.01% 1089
2019
Q3 		$1.12M Buy
+72,824
New +$1.11M 0.01% 780
2019
Q2 		– Sell
-13,002
Closed -$190K – 1185
2019
Q1 		$190K Buy
+13,002
New +$196K ﹤0.01% 974

Other funds holding FRST

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SM
Salzhauer Michael $212M AUM 20.86% 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
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return