MWM
MBII

Meridian Wealth Management’s Marrone Bio Innovations, Inc. MBII Stock Holding History

Meridian Wealth Management’s Portfolio MBII Stock Details MBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,000
Closed -$22K – 584
2022
Q1 		$22K Sell
20,000
-7,819
-28% -$5.91K ﹤0.01% 396
2021
Q4 		$20K Buy
+27,819
New +$22.5K ﹤0.01% 400

Other funds holding MBII

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return

Meridian Wealth Management's MBII Position: Q2 2022 in Review

Meridian Wealth Management sold out of Marrone Bio Innovations, Inc. (MBII) in Q2 2022, closing a stake of 20,000 shares — an estimated $22K sold.

Meridian Wealth Management first reported a position in MBII in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 62 funds tracked by Wall St. Rank hold MBII as of Q2 2022.

  • Meridian Wealth Management reported no remaining Marrone Bio Innovations, Inc. position as of Q2 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 20,000 Marrone Bio Innovations, Inc. shares in Q2 2022, an estimated $22K.
  • Meridian Wealth Management first reported a position in Marrone Bio Innovations, Inc. in Q4 2021 and held it in 2 quarters.
  • Meridian Wealth Management's Marrone Bio Innovations, Inc. position peaked at $22K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held Marrone Bio Innovations, Inc. as of Q2 2022.

Based on Meridian Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.