MWM
DATA

Meridian Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

Meridian Wealth Management’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,132
Closed -$399K – 549
2019
Q1 		$399K Buy
+3,132
New +$395K 0.18% 104

Other funds holding DATA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Meridian Wealth Management's DATA Position: Q2 2019 in Review

Meridian Wealth Management sold out of Tableau Software, Inc. (DATA) in Q2 2019, closing a stake of 3,132 shares — an estimated $399K sold.

Meridian Wealth Management first reported a position in DATA in Q1 2019 and held it in 1 quarter. The position peaked at $399K in Q1 2019. 385 funds tracked by Wall St. Rank hold DATA as of Q2 2019.

  • Meridian Wealth Management reported no remaining Tableau Software, Inc. position as of Q2 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 3,132 Tableau Software, Inc. shares in Q2 2019, an estimated $399K.
  • Meridian Wealth Management first reported a position in Tableau Software, Inc. in Q1 2019 and held it in 1 quarter.
  • Meridian Wealth Management's Tableau Software, Inc. position peaked at $399K in Q1 2019.
  • 385 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2019.

Based on Meridian Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.