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Capital Performance Advisors’s First Merchants FRME Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-38
Closed -$1.41K – 1080
2024
Q3 		$1.41K Buy
+38
New +$1.41K ﹤0.01% 1737

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

Capital Performance Advisors's FRME Position: Q4 2024 in Review

Capital Performance Advisors sold out of First Merchants (FRME) in Q4 2024, closing a stake of 38 shares — an estimated $1.41K sold.

Capital Performance Advisors first reported a position in FRME in Q3 2024 and held it in 1 quarter. The position peaked at $1.41K in Q3 2024. 253 funds tracked by Wall St. Rank hold FRME as of Q4 2024.

  • Capital Performance Advisors reported no remaining First Merchants position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 38 First Merchants shares in Q4 2024, an estimated $1.41K.
  • Capital Performance Advisors first reported a position in First Merchants in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's First Merchants position peaked at $1.41K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held First Merchants as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.