Carson Wealth (CWM LLC)
EBSB

Carson Wealth (CWM LLC)’s Meridian Bancorp, Inc. EBSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EBSB Stock Details EBSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$31K Hold
1,538
– – ﹤0.01% 1612
2021
Q1 		$31K Hold
1,538
– – ﹤0.01% 1612
2020
Q4 		$31K Hold
1,538
– – ﹤0.01% 1612
2020
Q3 		$31K Hold
1,538
– – ﹤0.01% 1612
2020
Q2 		$31K Hold
1,538
– – ﹤0.01% 1612
2020
Q1 		$31K Hold
1,538
– – ﹤0.01% 1612
2019
Q4 		$31K Hold
1,538
– – ﹤0.01% 1611
2019
Q3 		$31K Hold
1,538
– – ﹤0.01% 1611
2019
Q2 		$31K Hold
1,538
– – ﹤0.01% 1611
2019
Q1 		$31K Buy
+1,538
New +$24.1K ﹤0.01% 1610

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EBSB Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Meridian Bancorp, Inc. (EBSB) position steady in Q2 2021 at 1,538 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Carson Wealth (CWM LLC) first reported a position in EBSB in Q1 2019 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold EBSB as of Q2 2021.

  • Carson Wealth (CWM LLC) held 1,538 shares of Meridian Bancorp, Inc. worth $31K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Meridian Bancorp, Inc. share count unchanged in Q2 2021.
  • Meridian Bancorp, Inc. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #1612 holding.
  • Carson Wealth (CWM LLC) first reported a position in Meridian Bancorp, Inc. in Q1 2019 and has held it in 10 quarters since.
  • 137 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.