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Meridian Wealth Management’s PBF Energy PBF Stock Holding History

Meridian Wealth Management’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,466
Closed -$215K – 405
2023
Q4 		$215K Hold
4,466
– – 0.01% 553
2023
Q3 		$223K Buy
+4,466
New +$213K 0.01% 502
2023
Q2 		– Sell
-5,126
Closed -$222K – 562
2023
Q1 		$222K Hold
5,126
– – 0.02% 489
2022
Q4 		$209K Buy
+5,126
New +$213K 0.02% 484

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Meridian Wealth Management sold out of PBF Energy (PBF) in Q1 2024, closing a stake of 4,466 shares — an estimated $215K sold.

Meridian Wealth Management first reported a position in PBF in Q4 2022 and held it in 4 quarters. The position peaked at $223K in Q3 2023. 390 funds tracked by Wall St. Rank hold PBF as of Q1 2024.

  • Meridian Wealth Management reported no remaining PBF Energy position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 4,466 PBF Energy shares in Q1 2024, an estimated $215K.
  • Meridian Wealth Management first reported a position in PBF Energy in Q4 2022 and held it in 4 quarters.
  • Meridian Wealth Management's PBF Energy position peaked at $223K in Q3 2023.
  • 390 funds tracked by Wall St. Rank held PBF Energy as of Q1 2024.

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