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Meridian Wealth Partners’s Hercules Capital HTGC Stock Holding History

Meridian Wealth Partners’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,609
Closed -$26K – 615
2021
Q1 		$26K Buy
1,609
+31
+2% +$481 0.01% 246
2020
Q4 		$23K Buy
+1,578
New +$20.1K 0.01% 208

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

Meridian Wealth Partners sold out of Hercules Capital (HTGC) in Q2 2021, closing a stake of 1,609 shares — an estimated $26K sold.

Meridian Wealth Partners first reported a position in HTGC in Q4 2020 and held it in 2 quarters. The position peaked at $26K in Q1 2021. 214 funds tracked by Wall St. Rank hold HTGC as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Hercules Capital position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,609 Hercules Capital shares in Q2 2021, an estimated $26K.
  • Meridian Wealth Partners first reported a position in Hercules Capital in Q4 2020 and held it in 2 quarters.
  • Meridian Wealth Partners's Hercules Capital position peaked at $26K in Q1 2021.
  • 214 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2021.

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