MWP
NWN icon

Meridian Wealth Partners’s Northwest Natural Holdings NWN Stock Holding History

Meridian Wealth Partners’s Portfolio NWN Stock Details NWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-20
Closed -$1K – 875
2021
Q1 		$1K Buy
+20
New +$960 ﹤0.01% 1217

Other funds holding NWN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Northwest Natural Holdings (NWN) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in NWN in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 219 funds tracked by Wall St. Rank hold NWN as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Northwest Natural Holdings position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 20 Northwest Natural Holdings shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in Northwest Natural Holdings in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Northwest Natural Holdings position peaked at $1K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2021.

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