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Meridian Wealth Management’s Five Below FIVE Stock Holding History

Meridian Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,583
Closed -$202K – 218
2019
Q4 		$202K Sell
1,583
-290
-15% -$36.3K 0.1% 193
2019
Q3 		$236K Sell
1,873
-25
-1% -$3.04K 0.11% 170
2019
Q2 		$2.28K Buy
1,898
+10
+0.5% +$1.32K 0.09% 183
2019
Q1 		$235K Sell
1,888
-260
-12% -$31.5K 0.11% 165
2018
Q4 		$220K Sell
2,148
-1,477
-41% -$163K 0.13% 143
2018
Q3 		$471K Buy
+3,625
New +$403K 0.2% 92

Other funds holding FIVE

Vanguard Group
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Meridian Wealth Management's FIVE Position: Q1 2020 in Review

Meridian Wealth Management sold out of Five Below (FIVE) in Q1 2020, closing a stake of 1,583 shares — an estimated $202K sold.

Meridian Wealth Management first reported a position in FIVE in Q3 2018 and held it in 6 quarters. The position peaked at $471K in Q3 2018. 335 funds tracked by Wall St. Rank hold FIVE as of Q1 2020.

  • Meridian Wealth Management reported no remaining Five Below position as of Q1 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 1,583 Five Below shares in Q1 2020, an estimated $202K.
  • Meridian Wealth Management first reported a position in Five Below in Q3 2018 and held it in 6 quarters.
  • Meridian Wealth Management's Five Below position peaked at $471K in Q3 2018.
  • 335 funds tracked by Wall St. Rank held Five Below as of Q1 2020.

Based on Meridian Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.