MWP
ESSA

Meridian Wealth Partners’s ESSA Bancorp ESSA Stock Holding History

Meridian Wealth Partners’s Portfolio ESSA Stock Details ESSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,160
Closed -$19K – 466
2021
Q1 		$19K Buy
+1,160
New +$18.3K 0.01% 291
2020
Q1 		– Sell
-1,160
Closed -$20K – 196
2019
Q4 		$20K Buy
+1,160
New +$19.3K 0.01% 204

Other funds holding ESSA

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

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

Meridian Wealth Partners sold out of ESSA Bancorp (ESSA) in Q2 2021, closing a stake of 1,160 shares — an estimated $19K sold.

Meridian Wealth Partners first reported a position in ESSA in Q4 2019 and held it in 2 quarters. The position peaked at $20K in Q4 2019. 54 funds tracked by Wall St. Rank hold ESSA as of Q2 2021.

  • Meridian Wealth Partners reported no remaining ESSA Bancorp position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,160 ESSA Bancorp shares in Q2 2021, an estimated $19K.
  • Meridian Wealth Partners first reported a position in ESSA Bancorp in Q4 2019 and held it in 2 quarters.
  • Meridian Wealth Partners's ESSA Bancorp position peaked at $20K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held ESSA Bancorp as of Q2 2021.

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