Meridian Wealth Partners’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-129	Closed	-$11K	–	1104
2021 Q1	$11K	Buy	+129	New	+$9.99K	﹤0.01%	433

Other funds holding STT

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Meridian Wealth Partners sold out of State Street (STT) in Q2 2021, closing a stake of 129 shares — an estimated $11K sold.

Meridian Wealth Partners first reported a position in STT in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 831 funds tracked by Wall St. Rank hold STT as of Q2 2021.

Meridian Wealth Partners reported no remaining State Street position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 129 State Street shares in Q2 2021, an estimated $11K.
Meridian Wealth Partners first reported a position in State Street in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's State Street position peaked at $11K in Q1 2021.
831 funds tracked by Wall St. Rank held State Street as of Q2 2021.

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