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Meridian Wealth Partners’s Barclays BCS Stock Holding History

Meridian Wealth Partners’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-481
Closed -$5K – 213
2021
Q1 		$5K Buy
+481
New +$4.22K ﹤0.01% 658

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PPA
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Royal Bank of Canada
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Balyasny Asset Management
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Barclays (BCS) in Q2 2021, closing a stake of 481 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in BCS in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 265 funds tracked by Wall St. Rank hold BCS as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Barclays position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 481 Barclays shares in Q2 2021, an estimated $5K.
  • Meridian Wealth Partners first reported a position in Barclays in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Barclays position peaked at $5K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Barclays as of Q2 2021.

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