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Great Valley Advisor Group’s Meridian MRBK Stock Holding History

Great Valley Advisor Group’s Portfolio MRBK Stock Details MRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,662
Closed -$203K – 705
2022
Q1 		$203K Hold
12,662
– – 0.01% 568
2021
Q4 		$233K Buy
+12,662
New +$209K 0.01% 545

Other funds holding MRBK

ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

Great Valley Advisor Group's MRBK Position: Q2 2022 in Review

Great Valley Advisor Group sold out of Meridian (MRBK) in Q2 2022, closing a stake of 12,662 shares — an estimated $203K sold.

Great Valley Advisor Group first reported a position in MRBK in Q4 2021 and held it in 2 quarters. The position peaked at $233K in Q4 2021. 40 funds tracked by Wall St. Rank hold MRBK as of Q2 2022.

  • Great Valley Advisor Group reported no remaining Meridian position as of Q2 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 12,662 Meridian shares in Q2 2022, an estimated $203K.
  • Great Valley Advisor Group first reported a position in Meridian in Q4 2021 and held it in 2 quarters.
  • Great Valley Advisor Group's Meridian position peaked at $233K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Meridian as of Q2 2022.

Based on Great Valley Advisor Group's 13F filing for Q2 2022, filed 19 Jul 2022.