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Meridian Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Meridian Wealth Partners’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-234
Closed -$10K – 301
2021
Q1 		$10K Buy
+234
New +$9.74K ﹤0.01% 441

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Citizens Financial Group (CFG) in Q2 2021, closing a stake of 234 shares — an estimated $10K sold.

Meridian Wealth Partners first reported a position in CFG in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 695 funds tracked by Wall St. Rank hold CFG as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Citizens Financial Group position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 234 Citizens Financial Group shares in Q2 2021, an estimated $10K.
  • Meridian Wealth Partners first reported a position in Citizens Financial Group in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Citizens Financial Group position peaked at $10K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2021.

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