MWP
CS

Meridian Wealth Partners’s Credit Suisse Group CS Stock Holding History

Meridian Wealth Partners’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-189
Closed -$2K – 1400
2021
Q1 		$2K Buy
+189
New +$2.56K ﹤0.01% 1077

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PPA
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D.E. Shaw & Co
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Northern Trust
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 189 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in CS in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 205 funds tracked by Wall St. Rank hold CS as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 189 Credit Suisse Group shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in Credit Suisse Group in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Credit Suisse Group position peaked at $2K in Q1 2021.
  • 205 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

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