DWA
MRDN

Delos Wealth Advisors’s Meridian Holdings Inc MRDN Stock Holding History

Delos Wealth 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
Q3 		– Sell
-3,333
Closed -$98.8K – 266
2024
Q2 		$98.8K Hold
3,333
– – 0.1% 67
2024
Q1 		$114K Sell
3,333
-834
-20% -$28K 0.13% 54
2023
Q4 		$121K Hold
4,167
– – 0.17% 44
2023
Q3 		$145K Hold
4,167
– – 0.18% 48
2023
Q2 		$131K Hold
4,167
– – 0.17% 48
2023
Q1 		$133K Sell
4,167
-596
-13% -$23.1K 0.17% 48
2022
Q4 		$145K Sell
4,763
-166
-3% -$4.95K 0.22% 42
2022
Q3 		$173K Buy
4,929
+208
+4% +$9.84K 0.21% 38
2022
Q2 		$254K Buy
4,721
+388
+9% +$22.7K 0.28% 40
2022
Q1 		$357K Buy
+4,333
New +$372K 0.35% 45

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Delos Wealth Advisors's MRDN Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Meridian Holdings Inc (MRDN) in Q3 2024, closing a stake of 3,333 shares — an estimated $98.8K sold.

Delos Wealth Advisors first reported a position in MRDN in Q1 2022 and held it in 10 quarters. The position peaked at $357K in Q1 2022. 40 funds tracked by Wall St. Rank hold MRDN as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Meridian Holdings Inc position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 3,333 Meridian Holdings Inc shares in Q3 2024, an estimated $98.8K.
  • Delos Wealth Advisors first reported a position in Meridian Holdings Inc in Q1 2022 and held it in 10 quarters.
  • Delos Wealth Advisors's Meridian Holdings Inc position peaked at $357K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.