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Principal Securities’s First Merchants FRME Stock Holding History

Principal Securities’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
2024
Q3 		– Sell
-168
Closed -$5.59K – 3474
2024
Q2 		$5.59K Hold
168
– – ﹤0.01% 2600
2024
Q1 		$5.86K Sell
168
-100
-37% -$3.43K ﹤0.01% 2548
2023
Q4 		$9.94K Buy
+268
New +$8.3K ﹤0.01% 2242

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Principal Securities's FRME Position: Q3 2024 in Review

Principal Securities sold out of First Merchants (FRME) in Q3 2024, closing a stake of 168 shares — an estimated $5.59K sold.

Principal Securities first reported a position in FRME in Q4 2023 and held it in 3 quarters. The position peaked at $9.94K in Q4 2023. 243 funds tracked by Wall St. Rank hold FRME as of Q3 2024.

  • Principal Securities reported no remaining First Merchants position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 168 First Merchants shares in Q3 2024, an estimated $5.59K.
  • Principal Securities first reported a position in First Merchants in Q4 2023 and held it in 3 quarters.
  • Principal Securities's First Merchants position peaked at $9.94K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held First Merchants as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.