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Meridian Wealth Partners’s American States Water AWR Stock Holding History

Meridian Wealth Partners’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8
Closed -$1K – 188
2021
Q1 		$1K Buy
+8
New +$616 ﹤0.01% 1113

Other funds holding AWR

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Meridian Wealth Partners's AWR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of American States Water (AWR) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in AWR in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 284 funds tracked by Wall St. Rank hold AWR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining American States Water position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 8 American States Water shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in American States Water in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's American States Water position peaked at $1K in Q1 2021.
  • 284 funds tracked by Wall St. Rank held American States Water as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.