Meridian Wealth Partners’s Realty Income O Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-139	Closed	-$9K	–	882
2021 Q1	$9K	Buy	+139	New	+$8.23K	﹤0.01%	486

Other funds holding O

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Realty Income (O) in Q2 2021, closing a stake of 139 shares — an estimated $9K sold.

Meridian Wealth Partners first reported a position in O in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 929 funds tracked by Wall St. Rank hold O as of Q2 2021.

Meridian Wealth Partners reported no remaining Realty Income position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 139 Realty Income shares in Q2 2021, an estimated $9K.
Meridian Wealth Partners first reported a position in Realty Income in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Realty Income position peaked at $9K in Q1 2021.
929 funds tracked by Wall St. Rank held Realty Income as of Q2 2021.

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