Bison Wealth’s First Merchants FRME Stock Holding History

Bison Wealth’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
2020 Q1	–	Sell	-5,602	Closed	-$233K	–	364
2019 Q4	$233K	Buy	+5,602	New	+$224K	0.11%	202

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bison Wealth's FRME Position: Q1 2020 in Review

Bison Wealth sold out of First Merchants (FRME) in Q1 2020, closing a stake of 5,602 shares — an estimated $233K sold.

Bison Wealth first reported a position in FRME in Q4 2019 and held it in 1 quarter. The position peaked at $233K in Q4 2019. 184 funds tracked by Wall St. Rank hold FRME as of Q1 2020.

Bison Wealth reported no remaining First Merchants position as of Q1 2020 after selling out during the quarter.
Bison Wealth sold 5,602 First Merchants shares in Q1 2020, an estimated $233K.
Bison Wealth first reported a position in First Merchants in Q4 2019 and held it in 1 quarter.
Bison Wealth's First Merchants position peaked at $233K in Q4 2019.
184 funds tracked by Wall St. Rank held First Merchants as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.