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Bartlett & Co Wealth Management’s First Merchants FRME Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-8
Closed -$301 – 1162
2023
Q4 		$301 Hold
8
– – ﹤0.01% 1207
2023
Q3 		$223 Sell
8
-403
-98% -$12.1K ﹤0.01% 1146
2023
Q2 		$11.6K Hold
411
– – ﹤0.01% 907
2023
Q1 		$13.5K Hold
411
– – ﹤0.01% 779
2022
Q4 		$16.9K Hold
411
– – ﹤0.01% 747
2022
Q3 		$15.9K Sell
411
-16
-4% -$635 ﹤0.01% 742
2022
Q2 		$15.2K Buy
+427
New +$16.8K ﹤0.01% 786

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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

Bartlett & Co Wealth Management's FRME Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of First Merchants (FRME) in Q1 2024, closing a stake of 8 shares — an estimated $301 sold.

Bartlett & Co Wealth Management first reported a position in FRME in Q2 2022 and held it in 7 quarters. The position peaked at $16.9K in Q4 2022. 233 funds tracked by Wall St. Rank hold FRME as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining First Merchants position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 8 First Merchants shares in Q1 2024, an estimated $301.
  • Bartlett & Co Wealth Management first reported a position in First Merchants in Q2 2022 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's First Merchants position peaked at $16.9K in Q4 2022.
  • 233 funds tracked by Wall St. Rank held First Merchants as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.