Meridian Wealth Partners’s Morningstar MORN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-9	Closed	-$2K	–	810
2021 Q1	$2K	Buy	+9	New	+$2.11K	﹤0.01%	1014

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

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

ACM

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

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Morningstar (MORN) in Q2 2021, closing a stake of 9 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in MORN in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

Meridian Wealth Partners reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 9 Morningstar shares in Q2 2021, an estimated $2K.
Meridian Wealth Partners first reported a position in Morningstar in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Morningstar position peaked at $2K in Q1 2021.
295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

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