MWP
CLDT

Meridian Wealth Partners’s Chatham Lodging CLDT Stock Holding History

Meridian Wealth Partners’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$1K – 317
2021
Q1 		$1K Buy
+100
New +$1.27K ﹤0.01% 1134

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Chatham Lodging (CLDT) in Q2 2021, closing a stake of 100 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in CLDT in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 156 funds tracked by Wall St. Rank hold CLDT as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Chatham Lodging position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 100 Chatham Lodging shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in Chatham Lodging in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Chatham Lodging position peaked at $1K in Q1 2021.
  • 156 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2021.

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