Meridian Wealth Partners’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-72,067
Closed -$2.03M 96
2022
Q4
$2.03M Buy
72,067
+4,895
+7% +$175K 0.47% 22
2022
Q3
$2.4M Buy
67,172
+92
+0.1% +$3.53K 0.6% 21
2022
Q2
$2.75M Buy
67,080
+1,390
+2% +$59K 0.65% 21
2022
Q1
$2.63M Buy
+65,690
New +$2.38M 0.55% 21

Other funds holding COMT

Meridian Wealth Partners's COMT Position: Q1 2023 in Review

Meridian Wealth Partners sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2023, closing a stake of 72,067 shares — an estimated $2.03M sold.

Meridian Wealth Partners first reported a position in COMT in Q1 2022 and held it in 4 quarters. The position peaked at $2.75M in Q2 2022. 215 funds tracked by Wall St. Rank hold COMT as of Q1 2023.

  • Meridian Wealth Partners reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Meridian Wealth Partners sold 72,067 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2023, an estimated $2.03M.
  • Meridian Wealth Partners first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2022 and held it in 4 quarters.
  • Meridian Wealth Partners's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $2.75M in Q2 2022.
  • 215 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2023.

Based on Meridian Wealth Partners's 13F filing for Q1 2023, filed 4 May 2023.