AWM
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Avior Wealth Management’s First Merchants FRME Stock Holding History

Avior 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
2024
Q2 		– Sell
-14
Closed -$488 – 2807
2024
Q1 		$488 Buy
+14
New +$481 ﹤0.01% 2574

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avior Wealth Management's FRME Position: Q2 2024 in Review

Avior Wealth Management sold out of First Merchants (FRME) in Q2 2024, closing a stake of 14 shares — an estimated $488 sold.

Avior Wealth Management first reported a position in FRME in Q1 2024 and held it in 1 quarter. The position peaked at $488 in Q1 2024. 230 funds tracked by Wall St. Rank hold FRME as of Q2 2024.

  • Avior Wealth Management reported no remaining First Merchants position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 14 First Merchants shares in Q2 2024, an estimated $488.
  • Avior Wealth Management first reported a position in First Merchants in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's First Merchants position peaked at $488 in Q1 2024.
  • 230 funds tracked by Wall St. Rank held First Merchants as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.