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Spire Wealth Management’s First Merchants FRME Stock Holding History

Spire Wealth Management’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
2023
Q3 		– Sell
-215
Closed -$6.07K – 2399
2023
Q2 		$6.07K Hold
215
– – ﹤0.01% 1956
2023
Q1 		$7.08K Hold
215
– – ﹤0.01% 1957
2022
Q4 		$9K Hold
215
– – ﹤0.01% 1650
2022
Q3 		$8K Hold
215
– – ﹤0.01% 1620
2022
Q2 		$8K Buy
+215
New +$8.46K ﹤0.01% 1984

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Spire Wealth Management's FRME Position: Q3 2023 in Review

Spire Wealth Management sold out of First Merchants (FRME) in Q3 2023, closing a stake of 215 shares — an estimated $6.07K sold.

Spire Wealth Management first reported a position in FRME in Q2 2022 and held it in 5 quarters. The position peaked at $9K in Q4 2022. 213 funds tracked by Wall St. Rank hold FRME as of Q3 2023.

  • Spire Wealth Management reported no remaining First Merchants position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 215 First Merchants shares in Q3 2023, an estimated $6.07K.
  • Spire Wealth Management first reported a position in First Merchants in Q2 2022 and held it in 5 quarters.
  • Spire Wealth Management's First Merchants position peaked at $9K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held First Merchants as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.