Meridian Wealth Advisors’s Main Street Capital MAIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,000	Closed	-$347K	–	193
2022 Q2	$347K	Hold	9,000	–	–	0.09%	142
2022 Q1	$384K	Hold	9,000	–	–	0.09%	146
2021 Q4	$404K	Buy	+9,000	New	+$396K	0.1%	137

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Meridian Wealth Advisors's MAIN Position: Q3 2022 in Review

Meridian Wealth Advisors sold out of Main Street Capital (MAIN) in Q3 2022, closing a stake of 9,000 shares — an estimated $347K sold.

Meridian Wealth Advisors first reported a position in MAIN in Q4 2021 and held it in 3 quarters. The position peaked at $404K in Q4 2021. 247 funds tracked by Wall St. Rank hold MAIN as of Q3 2022.

Meridian Wealth Advisors reported no remaining Main Street Capital position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 9,000 Main Street Capital shares in Q3 2022, an estimated $347K.
Meridian Wealth Advisors first reported a position in Main Street Capital in Q4 2021 and held it in 3 quarters.
Meridian Wealth Advisors's Main Street Capital position peaked at $404K in Q4 2021.
247 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2022.

Based on Meridian Wealth Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.