MWM
XYZ

Meridian Wealth Management’s Block Inc XYZ Stock Holding History

Meridian Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,802
Closed -$776K – 433
2021
Q4 		$776K Sell
4,802
-654
-12% -$142K 0.08% 192
2021
Q3 		$1.31M Sell
5,456
-640
-10% -$164K 0.16% 123
2021
Q2 		$1.49M Buy
6,096
+1,126
+23% +$261K 0.19% 107
2021
Q1 		$1.13M Buy
4,970
+2,990
+151% +$699K 0.16% 123
2020
Q4 		$430K Sell
1,980
-406
-17% -$79.2K 0.07% 210
2020
Q3 		$387K Buy
2,386
+170
+8% +$24K 0.09% 159
2020
Q2 		$232K Buy
+2,216
New +$170K 0.08% 193
2020
Q1 		– Sell
-45,179
Closed -$2.83M – 255
2019
Q4 		$2.83M Buy
45,179
+29,230
+183% +$1.87M 1.36% 16
2019
Q3 		$988K Buy
15,949
+11,802
+285% +$802K 0.47% 37
2019
Q2 		$301K Sell
4,147
-530
-11% -$37K 0.12% 146
2019
Q1 		$351K Buy
4,677
+199
+4% +$14.4K 0.16% 120
2018
Q4 		$251K Sell
4,478
-32,799
-88% -$2.32M 0.15% 135
2018
Q3 		$3.69M Buy
+37,277
New +$2.88M 1.59% 19

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Meridian Wealth Management's XYZ Position: Q1 2022 in Review

Meridian Wealth Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 4,802 shares — an estimated $776K sold.

Meridian Wealth Management first reported a position in XYZ in Q3 2018 and held it in 13 quarters. The position peaked at $3.69M in Q3 2018. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Meridian Wealth Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 4,802 Block Inc shares in Q1 2022, an estimated $776K.
  • Meridian Wealth Management first reported a position in Block Inc in Q3 2018 and held it in 13 quarters.
  • Meridian Wealth Management's Block Inc position peaked at $3.69M in Q3 2018.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Meridian Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.