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Meridian Wealth Partners’s Citigroup C Stock Holding History

Meridian Wealth Partners’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-466
Closed -$34K – 273
2021
Q1 		$34K Buy
466
+95
+26% +$6.34K 0.01% 197
2020
Q4 		$23K Buy
+371
New +$18.9K 0.01% 207
2020
Q1 		– Sell
-340
Closed -$27K – 192
2019
Q4 		$27K Buy
+340
New +$25.1K 0.02% 173

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Citigroup (C) in Q2 2021, closing a stake of 466 shares — an estimated $34K sold.

Meridian Wealth Partners first reported a position in C in Q4 2019 and held it in 3 quarters. The position peaked at $34K in Q1 2021. 1,707 funds tracked by Wall St. Rank hold C as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Citigroup position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 466 Citigroup shares in Q2 2021, an estimated $34K.
  • Meridian Wealth Partners first reported a position in Citigroup in Q4 2019 and held it in 3 quarters.
  • Meridian Wealth Partners's Citigroup position peaked at $34K in Q1 2021.
  • 1,707 funds tracked by Wall St. Rank held Citigroup as of Q2 2021.

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