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WBI Investments’s First Merchants FRME Stock Holding History

WBI Investments’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
Q4 		– Sell
-136,509
Closed -$3.8M – 217
2023
Q3 		$3.8M Buy
+136,509
New +$4.09M 0.76% 27
2018
Q3 		– Sell
-32,463
Closed -$1.51M – 274
2018
Q2 		$1.51M Buy
+32,463
New +$1.46M 0.08% 151
2016
Q4 		– Sell
-42,485
Closed -$1.14M – 319
2016
Q3 		$1.14M Buy
+42,485
New +$1.12M 0.04% 203
2016
Q1 		– Sell
-50,724
Closed -$1.29M – 162
2015
Q4 		$1.29M Buy
+50,724
New +$1.34M 0.04% 167

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
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

WBI Investments's FRME Position: Q4 2023 in Review

WBI Investments sold out of First Merchants (FRME) in Q4 2023, closing a stake of 136,509 shares — an estimated $3.8M sold.

WBI Investments first reported a position in FRME in Q4 2015 and held it in 4 quarters. The position peaked at $3.8M in Q3 2023. 229 funds tracked by Wall St. Rank hold FRME as of Q4 2023.

  • WBI Investments reported no remaining First Merchants position as of Q4 2023 after selling out during the quarter.
  • WBI Investments sold 136,509 First Merchants shares in Q4 2023, an estimated $3.8M.
  • WBI Investments first reported a position in First Merchants in Q4 2015 and held it in 4 quarters.
  • WBI Investments's First Merchants position peaked at $3.8M in Q3 2023.
  • 229 funds tracked by Wall St. Rank held First Merchants as of Q4 2023.

Based on WBI Investments's 13F filing for Q4 2023, filed 9 Feb 2024.