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Bruce G. Allen Investments’s First Merchants FRME Stock Holding History

Bruce G. Allen Investments’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
Q4 		– Sell
-20
Closed -$744 – 1113
2024
Q3 		$744 Buy
+20
New +$740 ﹤0.01% 882
2024
Q1 		– Sell
-96
Closed -$3.56K – 991
2023
Q4 		$3.56K Buy
+96
New +$2.97K ﹤0.01% 640

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bruce G. Allen Investments's FRME Position: Q4 2024 in Review

Bruce G. Allen Investments sold out of First Merchants (FRME) in Q4 2024, closing a stake of 20 shares — an estimated $744 sold.

Bruce G. Allen Investments first reported a position in FRME in Q4 2023 and held it in 2 quarters. The position peaked at $3.56K in Q4 2023. 253 funds tracked by Wall St. Rank hold FRME as of Q4 2024.

  • Bruce G. Allen Investments reported no remaining First Merchants position as of Q4 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 20 First Merchants shares in Q4 2024, an estimated $744.
  • Bruce G. Allen Investments first reported a position in First Merchants in Q4 2023 and held it in 2 quarters.
  • Bruce G. Allen Investments's First Merchants position peaked at $3.56K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held First Merchants as of Q4 2024.

Based on Bruce G. Allen Investments's 13F filing for Q4 2024, filed 10 Jan 2025.