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Soltis Investment Advisors’s First Merchants FRME Stock Holding History

Soltis Investment 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
Q2 		– Sell
-6,912
Closed -$241K – 338
2024
Q1 		$241K Hold
6,912
– – 0.03% 268
2023
Q4 		$256K Buy
+6,912
New +$214K 0.03% 248
2023
Q2 		– Sell
-6,912
Closed -$228K – 267
2023
Q1 		$228K Hold
6,912
– – 0.03% 234
2022
Q4 		$284K Sell
6,912
-1,000
-13% -$42.3K 0.04% 207
2022
Q3 		$306K Hold
7,912
– – 0.05% 185
2022
Q2 		$282K Hold
7,912
– – 0.04% 196
2022
Q1 		$329K Buy
+7,912
New +$344K 0.05% 198

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Soltis Investment Advisors's FRME Position: Q2 2024 in Review

Soltis Investment Advisors sold out of First Merchants (FRME) in Q2 2024, closing a stake of 6,912 shares — an estimated $241K sold.

Soltis Investment Advisors first reported a position in FRME in Q1 2022 and held it in 7 quarters. The position peaked at $329K in Q1 2022. 230 funds tracked by Wall St. Rank hold FRME as of Q2 2024.

  • Soltis Investment Advisors reported no remaining First Merchants position as of Q2 2024 after selling out during the quarter.
  • Soltis Investment Advisors sold 6,912 First Merchants shares in Q2 2024, an estimated $241K.
  • Soltis Investment Advisors first reported a position in First Merchants in Q1 2022 and held it in 7 quarters.
  • Soltis Investment Advisors's First Merchants position peaked at $329K in Q1 2022.
  • 230 funds tracked by Wall St. Rank held First Merchants as of Q2 2024.

Based on Soltis Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.