Meridian Wealth Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-343	Closed	-$113K	–	404
2021 Q1	$113K	Buy	343 +210	+158%	+$66.3K	0.03%	104
2020 Q4	$41K	Hold	133	–	–	0.02%	155
2020 Q3	$37K	Hold	133	–	–	0.02%	149
2020 Q2	$34K	Hold	133	–	–	0.02%	151
2020 Q1	$29K	Buy	+133	New	+$35.3K	0.02%	150

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Meridian Wealth Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 343 shares — an estimated $113K sold.

Meridian Wealth Partners first reported a position in DIA in Q1 2020 and held it in 5 quarters. The position peaked at $113K in Q1 2021. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

Meridian Wealth Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 343 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $113K.
Meridian Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and held it in 5 quarters.
Meridian Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $113K in Q1 2021.
889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

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