Plante Moran Financial Advisors’s First Merchants FRME Stock Holding History

Plante Moran 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
2023 Q4	–	Sell	-2,553	Closed	-$71K	–	839
2023 Q3	$71K	Sell	2,553 -1,375	-35%	-$41.2K	0.01%	258
2023 Q2	$111K	Hold	3,928	–	–	0.01%	222
2023 Q1	$129K	Sell	3,928 -300	-7%	-$11.9K	0.02%	195
2022 Q4	$174K	Sell	4,228 -1,900	-31%	-$80.3K	0.03%	167
2022 Q3	$237K	Hold	6,128	–	–	0.04%	129
2022 Q2	$218K	Buy	6,128 +4,753	+346%	+$187K	0.04%	140
2022 Q1	$57K	Hold	1,375	–	–	0.01%	311
2021 Q4	$58K	Hold	1,375	–	–	0.01%	333
2021 Q3	$58K	Hold	1,375	–	–	0.01%	361
2021 Q2	$57K	Sell	1,375 -71	-5%	-$3.24K	0.01%	342
2021 Q1	$67K	Buy	1,446 +71	+5%	+$3.06K	0.02%	304
2020 Q4	$51K	Hold	1,375	–	–	0.02%	356
2020 Q3	$32K	Hold	1,375	–	–	0.01%	397
2020 Q2	$38K	Buy	+1,375	New	+$36.7K	0.02%	324

Other funds holding FRME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Plante Moran Financial Advisors's FRME Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of First Merchants (FRME) in Q4 2023, closing a stake of 2,553 shares — an estimated $71K sold.

Plante Moran Financial Advisors first reported a position in FRME in Q2 2020 and held it in 14 quarters. The position peaked at $237K in Q3 2022. 229 funds tracked by Wall St. Rank hold FRME as of Q4 2023.

Plante Moran Financial Advisors reported no remaining First Merchants position as of Q4 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,553 First Merchants shares in Q4 2023, an estimated $71K.
Plante Moran Financial Advisors first reported a position in First Merchants in Q2 2020 and held it in 14 quarters.
Plante Moran Financial Advisors's First Merchants position peaked at $237K in Q3 2022.
229 funds tracked by Wall St. Rank held First Merchants as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.