Meridian Wealth Partners’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-31	Closed	-$10K	–	491
2021 Q1	$10K	Buy	+31	New	+$9.81K	﹤0.01%	445

Other funds holding FDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Factset (FDS) in Q2 2021, closing a stake of 31 shares — an estimated $10K sold.

Meridian Wealth Partners first reported a position in FDS in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 595 funds tracked by Wall St. Rank hold FDS as of Q2 2021.

Meridian Wealth Partners reported no remaining Factset position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 31 Factset shares in Q2 2021, an estimated $10K.
Meridian Wealth Partners first reported a position in Factset in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Factset position peaked at $10K in Q1 2021.
595 funds tracked by Wall St. Rank held Factset as of Q2 2021.

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