MWP
KW

Meridian Wealth Partners’s Kennedy-Wilson Holdings KW Stock Holding History

Meridian Wealth Partners’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-77
Closed -$2K – 722
2021
Q1 		$2K Buy
+77
New +$1.45K ﹤0.01% 1005

Other funds holding KW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Kennedy-Wilson Holdings (KW) in Q2 2021, closing a stake of 77 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in KW in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 175 funds tracked by Wall St. Rank hold KW as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Kennedy-Wilson Holdings position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 77 Kennedy-Wilson Holdings shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in Kennedy-Wilson Holdings in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Kennedy-Wilson Holdings position peaked at $2K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2021.

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