Meridian Wealth Partners’s SRH Total Return Fund STEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-713	Closed	-$9K	–	1099
2021 Q1	$9K	Buy	+713	New	+$8.38K	﹤0.01%	494

Other funds holding STEW

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

Meridian Wealth Partners sold out of SRH Total Return Fund (STEW) in Q2 2021, closing a stake of 713 shares — an estimated $9K sold.

Meridian Wealth Partners first reported a position in STEW in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 94 funds tracked by Wall St. Rank hold STEW as of Q2 2021.

Meridian Wealth Partners reported no remaining SRH Total Return Fund position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 713 SRH Total Return Fund shares in Q2 2021, an estimated $9K.
Meridian Wealth Partners first reported a position in SRH Total Return Fund in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's SRH Total Return Fund position peaked at $9K in Q1 2021.
94 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2021.

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