MWP
ROIC

Meridian Wealth Partners’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Meridian Wealth Partners’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-379
Closed -$6K – 1340
2021
Q1 		$6K Buy
+379
New +$5.81K ﹤0.01% 646

Other funds holding ROIC

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Retail Opportunity Investments Corp. (ROIC) in Q2 2021, closing a stake of 379 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in ROIC in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 226 funds tracked by Wall St. Rank hold ROIC as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Retail Opportunity Investments Corp. position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 379 Retail Opportunity Investments Corp. shares in Q2 2021, an estimated $6K.
  • Meridian Wealth Partners first reported a position in Retail Opportunity Investments Corp. in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Retail Opportunity Investments Corp. position peaked at $6K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q2 2021.

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