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TFO Wealth Partners’s First Merchants FRME Stock Holding History

TFO Wealth Partners’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
-3
Closed -$105 – 317
2024
Q1 		$105 Hold
3
– – ﹤0.01% 630
2023
Q4 		$111 Hold
3
– – ﹤0.01% 780
2023
Q3 		$85 Hold
3
– – ﹤0.01% 997
2023
Q2 		$85 Hold
3
– – ﹤0.01% 696
2023
Q1 		$99 Sell
3
-121
-98% -$4.79K ﹤0.01% 647
2022
Q4 		$3.04K Buy
+124
New +$5.24K ﹤0.01% 212

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

TFO Wealth Partners's FRME Position: Q2 2024 in Review

TFO Wealth Partners sold out of First Merchants (FRME) in Q2 2024, closing a stake of 3 shares — an estimated $105 sold.

TFO Wealth Partners first reported a position in FRME in Q4 2022 and held it in 6 quarters. The position peaked at $3.04K in Q4 2022. 230 funds tracked by Wall St. Rank hold FRME as of Q2 2024.

  • TFO Wealth Partners reported no remaining First Merchants position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 First Merchants shares in Q2 2024, an estimated $105.
  • TFO Wealth Partners first reported a position in First Merchants in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's First Merchants position peaked at $3.04K in Q4 2022.
  • 230 funds tracked by Wall St. Rank held First Merchants as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.