MWM
RBT

Meridian Wealth Management’s Rubicon Technologies, Inc. RBT Stock Holding History

Meridian Wealth Management’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,769
Closed -$81K – 544
2022
Q3 		$81K Buy
+4,769
New +$161K 0.01% 476

Other funds holding RBT

PT
Palantir Technologies Denver, Colorado $9.72M AUM 6.46% 1-Year Est. Return
CCFM
Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Management's RBT Position: Q4 2022 in Review

Meridian Wealth Management sold out of Rubicon Technologies, Inc. (RBT) in Q4 2022, closing a stake of 4,769 shares — an estimated $81K sold.

Meridian Wealth Management first reported a position in RBT in Q3 2022 and held it in 1 quarter. The position peaked at $81K in Q3 2022. 28 funds tracked by Wall St. Rank hold RBT as of Q4 2022.

  • Meridian Wealth Management reported no remaining Rubicon Technologies, Inc. position as of Q4 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 4,769 Rubicon Technologies, Inc. shares in Q4 2022, an estimated $81K.
  • Meridian Wealth Management first reported a position in Rubicon Technologies, Inc. in Q3 2022 and held it in 1 quarter.
  • Meridian Wealth Management's Rubicon Technologies, Inc. position peaked at $81K in Q3 2022.
  • 28 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q4 2022.

Based on Meridian Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.