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Meridian Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Meridian Wealth Advisors’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,406
Closed -$80K – 191
2018
Q4 		$80K Buy
+2,406
New +$84.6K 0.06% 192

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meridian Wealth Advisors's DGRO Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2019, closing a stake of 2,406 shares — an estimated $80K sold.

Meridian Wealth Advisors first reported a position in DGRO in Q4 2018 and held it in 1 quarter. The position peaked at $80K in Q4 2018. 288 funds tracked by Wall St. Rank hold DGRO as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 2,406 iShares Core Dividend Growth ETF shares in Q1 2019, an estimated $80K.
  • Meridian Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $80K in Q4 2018.
  • 288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.