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Carolinas Wealth Consulting’s First Merchants FRME Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-70
Closed -$2.83K – 338
2025
Q1 		$2.83K Hold
70
– – ﹤0.01% 715
2024
Q4 		$2.79K Sell
70
-8
-10% -$324 ﹤0.01% 755
2024
Q3 		$2.9K Sell
78
-1
-1% -$37 ﹤0.01% 752
2024
Q2 		$2.63K Sell
79
-11
-12% -$368 ﹤0.01% 749
2024
Q1 		$3.14K Hold
90
– – ﹤0.01% 718
2023
Q4 		$3.34K Sell
90
-6
-6% -$186 ﹤0.01% 681
2023
Q3 		$2.62K Buy
96
+12
+14% +$359 ﹤0.01% 707
2023
Q2 		$2.37K Sell
84
-17
-17% -$482 ﹤0.01% 787
2023
Q1 		$3.33K Buy
101
+20
+25% +$792 ﹤0.01% 751
2022
Q4 		$3.33K Sell
81
-2
-2% -$85 ﹤0.01% 745
2022
Q3 		$3K Hold
83
– – ﹤0.01% 719
2022
Q2 		$3K Hold
83
– – ﹤0.01% 723
2022
Q1 		$3K Hold
83
– – ﹤0.01% 759
2021
Q4 		$3K Sell
83
-1
-1% -$42 ﹤0.01% 772
2021
Q3 		$4K Hold
84
– – ﹤0.01% 698
2021
Q2 		$4K Hold
84
– – ﹤0.01% 728
2021
Q1 		$4K Buy
84
+1
+1% +$43 ﹤0.01% 735
2020
Q4 		$3K Sell
83
-16
-16% -$497 ﹤0.01% 699
2020
Q3 		$2K Buy
+99
New +$2.47K ﹤0.01% 695

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carolinas Wealth Consulting's FRME Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of First Merchants (FRME) in Q2 2025, closing a stake of 70 shares — an estimated $2.83K sold.

Carolinas Wealth Consulting first reported a position in FRME in Q3 2020 and held it in 19 quarters. The position peaked at $4K in Q3 2021. 278 funds tracked by Wall St. Rank hold FRME as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining First Merchants position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 70 First Merchants shares in Q2 2025, an estimated $2.83K.
  • Carolinas Wealth Consulting first reported a position in First Merchants in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's First Merchants position peaked at $4K in Q3 2021.
  • 278 funds tracked by Wall St. Rank held First Merchants as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.