9WM
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9258 Wealth Management’s First Merchants FRME Stock Holding History

9258 Wealth Management’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,690
Closed -$218K – 353
2021
Q1 		$218K Buy
+4,690
New +$202K 0.07% 297

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

9258 Wealth Management's FRME Position: Q2 2021 in Review

9258 Wealth Management sold out of First Merchants (FRME) in Q2 2021, closing a stake of 4,690 shares — an estimated $218K sold.

9258 Wealth Management first reported a position in FRME in Q1 2021 and held it in 1 quarter. The position peaked at $218K in Q1 2021. 197 funds tracked by Wall St. Rank hold FRME as of Q2 2021.

  • 9258 Wealth Management reported no remaining First Merchants position as of Q2 2021 after selling out during the quarter.
  • 9258 Wealth Management sold 4,690 First Merchants shares in Q2 2021, an estimated $218K.
  • 9258 Wealth Management first reported a position in First Merchants in Q1 2021 and held it in 1 quarter.
  • 9258 Wealth Management's First Merchants position peaked at $218K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held First Merchants as of Q2 2021.

Based on 9258 Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.