TCI Wealth Advisors’s First Merchants FRME Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-203	Closed	-$6.69K	–	958
2023 Q1	$6.69K	Buy	203 +199	+4,975%	+$7.88K	﹤0.01%	1330
2022 Q4	$164	Hold	4	–	–	﹤0.01%	2356
2022 Q3	$0	Buy	+4	New	+$159	﹤0.01%	2357
2022 Q2	–	Sell	-152	Closed	-$6K	–	2352
2022 Q1	$6K	Hold	152	–	–	﹤0.01%	1418
2021 Q4	$6K	Hold	152	–	–	﹤0.01%	1526
2021 Q3	$6K	Buy	+152	New	+$6.18K	﹤0.01%	1455

Other funds holding FRME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TCI Wealth Advisors's FRME Position: Q2 2023 in Review

TCI Wealth Advisors sold out of First Merchants (FRME) in Q2 2023, closing a stake of 203 shares — an estimated $6.69K sold.

TCI Wealth Advisors first reported a position in FRME in Q3 2021 and held it in 6 quarters. The position peaked at $6.69K in Q1 2023. 211 funds tracked by Wall St. Rank hold FRME as of Q2 2023.

TCI Wealth Advisors reported no remaining First Merchants position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 203 First Merchants shares in Q2 2023, an estimated $6.69K.
TCI Wealth Advisors first reported a position in First Merchants in Q3 2021 and held it in 6 quarters.
TCI Wealth Advisors's First Merchants position peaked at $6.69K in Q1 2023.
211 funds tracked by Wall St. Rank held First Merchants as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.