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Bellwether Advisors’s First Mid Bancshares FMBH Stock Holding History

Bellwether Advisors’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-716
Closed -$24K – 401
2020
Q4 		$24K Buy
+716
New +$21.6K 0.01% 191

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bellwether Advisors's FMBH Position: Q1 2021 in Review

Bellwether Advisors sold out of First Mid Bancshares (FMBH) in Q1 2021, closing a stake of 716 shares — an estimated $24K sold.

Bellwether Advisors first reported a position in FMBH in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 90 funds tracked by Wall St. Rank hold FMBH as of Q1 2021.

  • Bellwether Advisors reported no remaining First Mid Bancshares position as of Q1 2021 after selling out during the quarter.
  • Bellwether Advisors sold 716 First Mid Bancshares shares in Q1 2021, an estimated $24K.
  • Bellwether Advisors first reported a position in First Mid Bancshares in Q4 2020 and held it in 1 quarter.
  • Bellwether Advisors's First Mid Bancshares position peaked at $24K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2021.

Based on Bellwether Advisors's 13F filing for Q1 2021, filed 6 May 2021.