Meridian Wealth Partners’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-23	Closed	-$4K	–	672
2021 Q1	$4K	Buy	+23	New	+$4K	﹤0.01%	772

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Gartner (IT) in Q2 2021, closing a stake of 23 shares — an estimated $4K sold.

Meridian Wealth Partners first reported a position in IT in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 608 funds tracked by Wall St. Rank hold IT as of Q2 2021.

Meridian Wealth Partners reported no remaining Gartner position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 23 Gartner shares in Q2 2021, an estimated $4K.
Meridian Wealth Partners first reported a position in Gartner in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Gartner position peaked at $4K in Q1 2021.
608 funds tracked by Wall St. Rank held Gartner as of Q2 2021.

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