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Meridian Wealth Partners’s Marsh MRSH Stock Holding History

Meridian Wealth Partners’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-49
Closed -$5K – 800
2021
Q1 		$5K Buy
+49
New +$5.64K ﹤0.01% 694

Other funds holding MRSH

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Marsh (MRSH) in Q2 2021, closing a stake of 49 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in MRSH in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Marsh position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 49 Marsh shares in Q2 2021, an estimated $5K.
  • Meridian Wealth Partners first reported a position in Marsh in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Marsh position peaked at $5K in Q1 2021.
  • 1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

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