Meridian Wealth Partners’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-120	Closed	-$5K	–	1041
2021 Q1	$5K	Buy	+120	New	+$4.68K	﹤0.01%	713

Other funds holding SF

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Stifel (SF) in Q2 2021, closing a stake of 120 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in SF in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 342 funds tracked by Wall St. Rank hold SF as of Q2 2021.

Meridian Wealth Partners reported no remaining Stifel position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 120 Stifel shares in Q2 2021, an estimated $5K.
Meridian Wealth Partners first reported a position in Stifel in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Stifel position peaked at $5K in Q1 2021.
342 funds tracked by Wall St. Rank held Stifel as of Q2 2021.

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