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Heritage Oak Wealth Advisors’s Mercado Libre MELI Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio MELI Stock Details MELI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-103
Closed -$211K – 140
2024
Q3 		$211K Buy
+103
New +$194K 0.1% 140

Other funds holding MELI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Oak Wealth Advisors's MELI Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Mercado Libre (MELI) in Q4 2024, closing a stake of 103 shares — an estimated $211K sold.

Heritage Oak Wealth Advisors first reported a position in MELI in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 1,317 funds tracked by Wall St. Rank hold MELI as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Mercado Libre position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 103 Mercado Libre shares in Q4 2024, an estimated $211K.
  • Heritage Oak Wealth Advisors first reported a position in Mercado Libre in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Mercado Libre position peaked at $211K in Q3 2024.
  • 1,317 funds tracked by Wall St. Rank held Mercado Libre as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.