Meridian Wealth Management’s USD PARTNERS LP USDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-32,797	Closed	-$192K	–	394
2021 Q1	$192K	Sell	32,797 -11,928	-27%	-$59.4K	0.03%	353
2020 Q4	$152K	Sell	44,725 -29,427	-40%	-$98K	0.02%	329
2020 Q3	$234K	Hold	74,152	–	–	0.06%	218
2020 Q2	$236K	Buy	74,152 +952	+1%	+$3.09K	0.08%	191
2020 Q1	$210K	Buy	73,200 +36,245	+98%	+$298K	0.09%	184
2019 Q4	$366K	Hold	36,955	–	–	0.18%	128
2019 Q3	$386K	Hold	36,955	–	–	0.18%	114
2019 Q2	$4.17K	Hold	36,955	–	–	0.17%	101
2019 Q1	$400K	Hold	36,955	–	–	0.18%	103
2018 Q4	$386K	Hold	36,955	–	–	0.23%	89
2018 Q3	$357K	Hold	36,955	–	–	0.15%	119
2018 Q2	$397K	Hold	36,955	–	–	0.19%	112
2018 Q1	$382K	Buy	+36,955	New	+$416K	0.19%	111

Other funds holding USDP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Meridian Wealth Management's USDP Position: Q2 2021 in Review

Meridian Wealth Management sold out of USD PARTNERS LP (USDP) in Q2 2021, closing a stake of 32,797 shares — an estimated $192K sold.

Meridian Wealth Management first reported a position in USDP in Q1 2018 and held it in 13 quarters. The position peaked at $400K in Q1 2019. 23 funds tracked by Wall St. Rank hold USDP as of Q2 2021.

Meridian Wealth Management reported no remaining USD PARTNERS LP position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Management sold 32,797 USD PARTNERS LP shares in Q2 2021, an estimated $192K.
Meridian Wealth Management first reported a position in USD PARTNERS LP in Q1 2018 and held it in 13 quarters.
Meridian Wealth Management's USD PARTNERS LP position peaked at $400K in Q1 2019.
23 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q2 2021.

Based on Meridian Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.