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Beacon Financial Group’s First Merchants FRME Stock Holding History

Beacon Financial Group’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
2023
Q1 		– Sell
-13,491
Closed -$555K – 222
2022
Q4 		$555K Buy
13,491
+191
+1% +$8.07K 0.08% 171
2022
Q3 		$518K Hold
13,300
– – 0.08% 174
2022
Q2 		$487K Buy
+13,300
New +$524K 0.07% 184

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beacon Financial Group's FRME Position: Q1 2023 in Review

Beacon Financial Group sold out of First Merchants (FRME) in Q1 2023, closing a stake of 13,491 shares — an estimated $555K sold.

Beacon Financial Group first reported a position in FRME in Q2 2022 and held it in 3 quarters. The position peaked at $555K in Q4 2022. 211 funds tracked by Wall St. Rank hold FRME as of Q1 2023.

  • Beacon Financial Group reported no remaining First Merchants position as of Q1 2023 after selling out during the quarter.
  • Beacon Financial Group sold 13,491 First Merchants shares in Q1 2023, an estimated $555K.
  • Beacon Financial Group first reported a position in First Merchants in Q2 2022 and held it in 3 quarters.
  • Beacon Financial Group's First Merchants position peaked at $555K in Q4 2022.
  • 211 funds tracked by Wall St. Rank held First Merchants as of Q1 2023.

Based on Beacon Financial Group's 13F filing for Q1 2023, filed 14 Apr 2023.