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Gateway Wealth Partners’s First Merchants FRME Stock Holding History

Gateway Wealth Partners’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
2023
Q3 		– Sell
-10,539
Closed -$298K – 261
2023
Q2 		$298K Buy
10,539
+2,158
+26% +$61.2K 0.05% 183
2023
Q1 		$276K Buy
8,381
+4
+0% +$158 0.04% 173
2022
Q4 		$344K Buy
+8,377
New +$354K 0.06% 135

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gateway Wealth Partners's FRME Position: Q3 2023 in Review

Gateway Wealth Partners sold out of First Merchants (FRME) in Q3 2023, closing a stake of 10,539 shares — an estimated $298K sold.

Gateway Wealth Partners first reported a position in FRME in Q4 2022 and held it in 3 quarters. The position peaked at $344K in Q4 2022. 213 funds tracked by Wall St. Rank hold FRME as of Q3 2023.

  • Gateway Wealth Partners reported no remaining First Merchants position as of Q3 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 10,539 First Merchants shares in Q3 2023, an estimated $298K.
  • Gateway Wealth Partners first reported a position in First Merchants in Q4 2022 and held it in 3 quarters.
  • Gateway Wealth Partners's First Merchants position peaked at $344K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held First Merchants as of Q3 2023.

Based on Gateway Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.