Meridian Wealth Partners’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10	Closed	-$4K	–	816
2021 Q1	$4K	Buy	+10	New	+$4.2K	﹤0.01%	777

Other funds holding MSCI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Meridian Wealth Partners sold out of MSCI (MSCI) in Q2 2021, closing a stake of 10 shares — an estimated $4K sold.

Meridian Wealth Partners first reported a position in MSCI in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 756 funds tracked by Wall St. Rank hold MSCI as of Q2 2021.

Meridian Wealth Partners reported no remaining MSCI position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 10 MSCI shares in Q2 2021, an estimated $4K.
Meridian Wealth Partners first reported a position in MSCI in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's MSCI position peaked at $4K in Q1 2021.
756 funds tracked by Wall St. Rank held MSCI as of Q2 2021.

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