SFS
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Sowell Financial Services’s First Merchants FRME Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-138
Closed -$7K – 1310
2021
Q1 		$7K Buy
+138
New +$5.95K ﹤0.01% 2455

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's FRME Position: Q2 2021 in Review

Sowell Financial Services sold out of First Merchants (FRME) in Q2 2021, closing a stake of 138 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in FRME in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 197 funds tracked by Wall St. Rank hold FRME as of Q2 2021.

  • Sowell Financial Services reported no remaining First Merchants position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 138 First Merchants shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in First Merchants in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's First Merchants position peaked at $7K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held First Merchants as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.