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Meridian Wealth Partners’s CMS Energy CMS Stock Holding History

Meridian Wealth Partners’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-21
Closed -$1K – 327
2021
Q1 		$1K Buy
+21
New +$1.21K ﹤0.01% 1136

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Meridian Wealth Partners sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 21 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in CMS in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

  • Meridian Wealth Partners reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 21 CMS Energy shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in CMS Energy in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's CMS Energy position peaked at $1K in Q1 2021.
  • 574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

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