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Raymond James Financial Services Advisors’s First Merchants FRME Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$839K Sell
22,550
-768
-3% -$28.4K ﹤0.01% 2280
2024
Q2 		$776K Buy
23,318
+4,083
+21% +$136K ﹤0.01% 2235
2024
Q1 		$671K Sell
19,235
-2,329
-11% -$80K ﹤0.01% 2304
2023
Q4 		$800K Sell
21,564
-325
-1% -$10.1K ﹤0.01% 2115
2023
Q3 		$609K Buy
21,889
+1,245
+6% +$37.3K ﹤0.01% 2205
2023
Q2 		$583K Sell
20,644
-9,980
-33% -$283K ﹤0.01% 2256
2023
Q1 		$1.01M Sell
30,624
-1,468
-5% -$58.1K ﹤0.01% 1889
2022
Q4 		$1.32M Sell
32,092
-12,202
-28% -$516K ﹤0.01% 1667
2022
Q3 		$1.71M Buy
44,294
+7,108
+19% +$282K ﹤0.01% 1506
2022
Q2 		$1.32M Buy
37,186
+10,725
+41% +$422K ﹤0.01% 1672
2022
Q1 		$1.1M Buy
26,461
+519
+2% +$22.5K ﹤0.01% 1877
2021
Q4 		$1.09M Buy
25,942
+727
+3% +$30.5K ﹤0.01% 1929
2021
Q3 		$1.05M Buy
25,215
+7,028
+39% +$286K ﹤0.01% 1915
2021
Q2 		$758K Buy
18,187
+903
+5% +$41.2K ﹤0.01% 2124
2021
Q1 		$804K Sell
17,284
-10,515
-38% -$453K ﹤0.01% 1990
2020
Q4 		$1.04M Sell
27,799
-1,945
-7% -$60.4K ﹤0.01% 1672
2020
Q3 		$689K Buy
29,744
+6,558
+28% +$164K ﹤0.01% 1778
2020
Q2 		$639K Sell
23,186
-6,796
-23% -$182K ﹤0.01% 1757
2020
Q1 		$794K Buy
29,982
+3,109
+12% +$113K ﹤0.01% 1317
2019
Q4 		$1.12M Buy
26,873
+8,152
+44% +$325K ﹤0.01% 1482
2019
Q3 		$705K Buy
18,721
+8,352
+81% +$312K ﹤0.01% 1686
2019
Q2 		$393K Hold
10,369
– – ﹤0.01% 2081
2019
Q1 		$382K Sell
10,369
-29
-0.3% -$1.11K ﹤0.01% 2062
2018
Q4 		$356K Buy
10,398
+29
+0.3% +$1.18K ﹤0.01% 1883
2018
Q3 		$467K Buy
10,369
+500
+5% +$23.8K ﹤0.01% 1964
2018
Q2 		$458K Hold
9,869
– – ﹤0.01% 1930
2018
Q1 		$412K Buy
9,869
+12
+0.1% +$513 ﹤0.01% 1832
2017
Q4 		$415K Buy
9,857
+14
+0.1% +$598 ﹤0.01% 1814
2017
Q3 		$423K Hold
9,843
– – ﹤0.01% 1815
2017
Q2 		$395K Hold
9,843
– – ﹤0.01% 1817
2017
Q1 		$387K Hold
9,843
– – ﹤0.01% 1729
2016
Q4 		$371K Buy
+9,843
New +$313K ﹤0.01% 1698

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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 $204B AUM 27.99% 1-Year Est. Return

Raymond James Financial Services Advisors's FRME Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its First Merchants (FRME) stake by 3.3% in Q3 2024, selling an estimated $28.4K and leaving 22,550 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Raymond James Financial Services Advisors first reported a position in FRME in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.71M in Q3 2022. 243 funds tracked by Wall St. Rank hold FRME as of Q3 2024.

  • Raymond James Financial Services Advisors held 22,550 shares of First Merchants worth $839K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 768 First Merchants shares in Q3 2024, an estimated $28.4K.
  • First Merchants made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2280 holding.
  • Raymond James Financial Services Advisors first reported a position in First Merchants in Q4 2016 and has held it in 32 quarters since.
  • Raymond James Financial Services Advisors's First Merchants position peaked at $1.71M in Q3 2022.
  • 243 funds tracked by Wall St. Rank held First Merchants as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.