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Meridian Wealth Partners’s RB Global RBA Stock Holding History

Meridian Wealth Partners’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-54
Closed -$3K – 982
2021
Q1 		$3K Buy
+54
New +$3.17K ﹤0.01% 892

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EAM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Meridian Wealth Partners sold out of RB Global (RBA) in Q2 2021, closing a stake of 54 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in RBA in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 275 funds tracked by Wall St. Rank hold RBA as of Q2 2021.

  • Meridian Wealth Partners reported no remaining RB Global position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 54 RB Global shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in RB Global in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's RB Global position peaked at $3K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held RB Global as of Q2 2021.

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