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Compass Financial Advisors’s First Merchants FRME Stock Holding History

Compass Financial 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
2022
Q1 		– Sell
-5,181
Closed -$217K – 144
2021
Q4 		$217K Buy
+5,181
New +$217K 0.24% 126

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Compass Financial Advisors's FRME Position: Q1 2022 in Review

Compass Financial Advisors sold out of First Merchants (FRME) in Q1 2022, closing a stake of 5,181 shares — an estimated $217K sold.

Compass Financial Advisors first reported a position in FRME in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 210 funds tracked by Wall St. Rank hold FRME as of Q1 2022.

  • Compass Financial Advisors reported no remaining First Merchants position as of Q1 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 5,181 First Merchants shares in Q1 2022, an estimated $217K.
  • Compass Financial Advisors first reported a position in First Merchants in Q4 2021 and held it in 1 quarter.
  • Compass Financial Advisors's First Merchants position peaked at $217K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held First Merchants as of Q1 2022.

Based on Compass Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.