MWP
NBHC icon

Meridian Wealth Partners’s National Bank Holdings NBHC Stock Holding History

Meridian Wealth Partners’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10
Closed – – 829
2021
Q1 		$0 Buy
+10
New +$374 ﹤0.01% 1406

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Meridian Wealth Partners sold out of National Bank Holdings (NBHC) in Q2 2021, closing a stake of 10 shares.

Meridian Wealth Partners first reported a position in NBHC in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 159 funds tracked by Wall St. Rank hold NBHC as of Q2 2021.

  • Meridian Wealth Partners reported no remaining National Bank Holdings position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 10 National Bank Holdings shares in Q2 2021.
  • Meridian Wealth Partners first reported a position in National Bank Holdings in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's National Bank Holdings position peaked at $0 in Q1 2021.
  • 159 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2021.

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