BDO Wealth Advisors’s First Merchants FRME Stock Holding History

BDO Wealth Advisors’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
2022 Q2	–	Sell	-1,123	Closed	-$47K	–	1064
2022 Q1	$47K	Hold	1,123	–	–	0.01%	439
2021 Q4	$47K	Hold	1,123	–	–	0.01%	455
2021 Q3	$47K	Sell	1,123 -1,124	-50%	-$45.7K	0.01%	453
2021 Q2	$94K	Hold	2,247	–	–	0.01%	381
2021 Q1	$105K	Hold	2,247	–	–	0.01%	353
2020 Q4	$84K	Hold	2,247	–	–	0.01%	305
2020 Q3	$52K	Sell	2,247 -2,240	-50%	-$55.9K	0.01%	325
2020 Q2	$124K	Hold	4,487	–	–	0.02%	259
2020 Q1	$119K	Buy	+4,487	New	+$164K	0.02%	253

Other funds holding FRME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BDO Wealth Advisors's FRME Position: Q2 2022 in Review

BDO Wealth Advisors sold out of First Merchants (FRME) in Q2 2022, closing a stake of 1,123 shares — an estimated $47K sold.

BDO Wealth Advisors first reported a position in FRME in Q1 2020 and held it in 9 quarters. The position peaked at $124K in Q2 2020. 222 funds tracked by Wall St. Rank hold FRME as of Q2 2022.

BDO Wealth Advisors reported no remaining First Merchants position as of Q2 2022 after selling out during the quarter.
BDO Wealth Advisors sold 1,123 First Merchants shares in Q2 2022, an estimated $47K.
BDO Wealth Advisors first reported a position in First Merchants in Q1 2020 and held it in 9 quarters.
BDO Wealth Advisors's First Merchants position peaked at $124K in Q2 2020.
222 funds tracked by Wall St. Rank held First Merchants as of Q2 2022.

Based on BDO Wealth Advisors's 13F filing for Q2 2022, filed 25 Aug 2022.