Meridian Wealth Advisors’s Keysight KEYS Stock Holding History

Meridian Wealth Advisors’s Portfolio KEYS Stock Details KEYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,253	Closed	-$1.89M	–	180
2023 Q3	$1.89M	Buy	14,253 +15	+0.1%	+$2.22K	0.47%	54
2023 Q2	$2.38M	Buy	14,238 +979	+7%	+$152K	0.58%	49
2023 Q1	$2.14M	Buy	13,259 +1,558	+13%	+$264K	0.54%	48
2022 Q4	$2M	Buy	11,701 +1,341	+13%	+$229K	0.52%	48
2022 Q3	$1.63M	Sell	10,360 -590	-5%	-$94.4K	0.46%	52
2022 Q2	$1.51M	Buy	10,950 +283	+3%	+$40.3K	0.4%	58
2022 Q1	$1.69M	Buy	10,667 +1,203	+13%	+$200K	0.39%	61
2021 Q4	$1.95M	Buy	9,464 +1,253	+15%	+$234K	0.47%	53
2021 Q3	$1.35M	Buy	8,211 +513	+7%	+$86.1K	0.38%	66
2021 Q2	$1.19M	Buy	7,698 +786	+11%	+$114K	0.34%	70
2021 Q1	$991K	Buy	+6,912	New	+$980K	0.33%	68

Other funds holding KEYS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return