Meridian Wealth Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,325
Closed -$251K 109
2024
Q2
$251K Buy
+2,325
New +$249K 0.04% 90

Other funds holding BOXX

Meridian Wealth Partners's BOXX Position: Q3 2024 in Review

Meridian Wealth Partners sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2024, closing a stake of 2,325 shares — an estimated $251K sold.

Meridian Wealth Partners first reported a position in BOXX in Q2 2024 and held it in 1 quarter. The position peaked at $251K in Q2 2024. 172 funds tracked by Wall St. Rank hold BOXX as of Q3 2024.

  • Meridian Wealth Partners reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2024 after selling out during the quarter.
  • Meridian Wealth Partners sold 2,325 Alpha Architect 1-3 Month Box ETF shares in Q3 2024, an estimated $251K.
  • Meridian Wealth Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and held it in 1 quarter.
  • Meridian Wealth Partners's Alpha Architect 1-3 Month Box ETF position peaked at $251K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2024.

Based on Meridian Wealth Partners's 13F filing for Q3 2024, filed 8 Nov 2024.