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Meridian Wealth Partners’s Everest Group EG Stock Holding History

Meridian Wealth Partners’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3
Closed -$1K – 433
2021
Q1 		$1K Buy
+3
New +$714 ﹤0.01% 1150

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Franklin Resources
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Everest Group (EG) in Q2 2021, closing a stake of 3 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in EG in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 454 funds tracked by Wall St. Rank hold EG as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Everest Group position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 3 Everest Group shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in Everest Group in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Everest Group position peaked at $1K in Q1 2021.
  • 454 funds tracked by Wall St. Rank held Everest Group as of Q2 2021.

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