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Prestige Wealth Management Group’s First Merchants FRME Stock Holding History

Prestige Wealth Management Group’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
Q2 		– Sell
-50
Closed -$1K – 904
2020
Q1 		$1K Buy
+50
New +$1.82K ﹤0.01% 744
2019
Q1 		– Sell
-50
Closed -$2K – 739
2018
Q4 		$2K Buy
+50
New +$2.03K ﹤0.01% 819

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Prestige Wealth Management Group's FRME Position: Q2 2020 in Review

Prestige Wealth Management Group sold out of First Merchants (FRME) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in FRME in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 182 funds tracked by Wall St. Rank hold FRME as of Q2 2020.

  • Prestige Wealth Management Group reported no remaining First Merchants position as of Q2 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 50 First Merchants shares in Q2 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in First Merchants in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's First Merchants position peaked at $2K in Q4 2018.
  • 182 funds tracked by Wall St. Rank held First Merchants as of Q2 2020.

Based on Prestige Wealth Management Group's 13F filing for Q2 2020, filed 13 Aug 2020.