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Meridian Wealth Partners’s Merit Medical Systems MMSI Stock Holding History

Meridian Wealth Partners’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-36
Closed -$2K – 805
2021
Q1 		$2K Buy
+36
New +$2.06K ﹤0.01% 1013

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Vanguard Group
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ACH
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SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Merit Medical Systems (MMSI) in Q2 2021, closing a stake of 36 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in MMSI in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 238 funds tracked by Wall St. Rank hold MMSI as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Merit Medical Systems position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 36 Merit Medical Systems shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in Merit Medical Systems in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Merit Medical Systems position peaked at $2K in Q1 2021.
  • 238 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2021.

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