CPA
MRDN

Capital Performance Advisors’s Meridian Holdings Inc MRDN Stock Holding History

Capital Performance Advisors’s Portfolio MRDN Stock Details MRDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2
Closed -$42 – 1158
2024
Q3 		$42 Buy
+2
New +$57 ﹤0.01% 2806

Other funds holding MRDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's MRDN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Meridian Holdings Inc (MRDN) in Q4 2024, closing a stake of 2 shares — an estimated $42 sold.

Capital Performance Advisors first reported a position in MRDN in Q3 2024 and held it in 1 quarter. The position peaked at $42 in Q3 2024. 43 funds tracked by Wall St. Rank hold MRDN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Meridian Holdings Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2 Meridian Holdings Inc shares in Q4 2024, an estimated $42.
  • Capital Performance Advisors first reported a position in Meridian Holdings Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Meridian Holdings Inc position peaked at $42 in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.