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Paces Ferry Wealth Advisors’s First Merchants FRME Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-33
Closed -$1K – 492
2020
Q3 		$1K Buy
+33
New +$824 ﹤0.01% 838

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paces Ferry Wealth Advisors's FRME Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of First Merchants (FRME) in Q4 2020, closing a stake of 33 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in FRME in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 185 funds tracked by Wall St. Rank hold FRME as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining First Merchants position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 33 First Merchants shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in First Merchants in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's First Merchants position peaked at $1K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held First Merchants as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.