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Meridian Wealth Management’s Ginkgo Bioworks DNA Stock Holding History

Meridian Wealth Management’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,321
Closed -$292K – 273
2023
Q4 		$292K Sell
4,321
-175
-4% -$10.7K 0.02% 505
2023
Q3 		$326K Buy
4,496
+200
+5% +$16K 0.02% 437
2023
Q2 		$320K Buy
4,296
+470
+12% +$27.8K 0.03% 420
2023
Q1 		$204K Buy
3,826
+667
+21% +$42.3K 0.02% 510
2022
Q4 		$214K Buy
3,159
+1,438
+84% +$132K 0.02% 479
2022
Q3 		$215K Buy
+1,721
New +$205K 0.02% 443

Other funds holding DNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Meridian Wealth Management's DNA Position: Q1 2024 in Review

Meridian Wealth Management sold out of Ginkgo Bioworks (DNA) in Q1 2024, closing a stake of 4,321 shares — an estimated $292K sold.

Meridian Wealth Management first reported a position in DNA in Q3 2022 and held it in 6 quarters. The position peaked at $326K in Q3 2023. 342 funds tracked by Wall St. Rank hold DNA as of Q1 2024.

  • Meridian Wealth Management reported no remaining Ginkgo Bioworks position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 4,321 Ginkgo Bioworks shares in Q1 2024, an estimated $292K.
  • Meridian Wealth Management first reported a position in Ginkgo Bioworks in Q3 2022 and held it in 6 quarters.
  • Meridian Wealth Management's Ginkgo Bioworks position peaked at $326K in Q3 2023.
  • 342 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.