Meridian Wealth Partners’s CareTrust REIT CTRE Stock Holding History

Meridian Wealth Partners’s Portfolio CTRE Stock Details CTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-17	Closed	–	–	364
2021 Q1	$0	Buy	+17	New	+$390	﹤0.01%	1352

Other funds holding CTRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Meridian Wealth Partners sold out of CareTrust REIT (CTRE) in Q2 2021, closing a stake of 17 shares.

Meridian Wealth Partners first reported a position in CTRE in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 245 funds tracked by Wall St. Rank hold CTRE as of Q2 2021.

Meridian Wealth Partners reported no remaining CareTrust REIT position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 17 CareTrust REIT shares in Q2 2021.
Meridian Wealth Partners first reported a position in CareTrust REIT in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's CareTrust REIT position peaked at $0 in Q1 2021.
245 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2021.

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