Meridian Wealth Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Meridian Wealth Management’s Portfolio STOT Stock Details STOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,452	Closed	-$221K	–	416
2021 Q3	$221K	Buy	+4,452	New	+$221K	0.03%	367

Other funds holding STOT

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Meridian Wealth Management's STOT Position: Q4 2021 in Review

Meridian Wealth Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q4 2021, closing a stake of 4,452 shares — an estimated $221K sold.

Meridian Wealth Management first reported a position in STOT in Q3 2021 and held it in 1 quarter. The position peaked at $221K in Q3 2021. 49 funds tracked by Wall St. Rank hold STOT as of Q4 2021.

Meridian Wealth Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q4 2021 after selling out during the quarter.
Meridian Wealth Management sold 4,452 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2021, an estimated $221K.
Meridian Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2021 and held it in 1 quarter.
Meridian Wealth Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $221K in Q3 2021.
49 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2021.

Based on Meridian Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.