Meridian Wealth Partners’s Ventas VTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-729	Closed	-$39K	–	1239
2021 Q1	$39K	Buy	729 +149	+26%	+$7.64K	0.01%	185
2020 Q4	$28K	Buy	580 +6	+1%	+$277	0.01%	181
2020 Q3	$24K	Buy	574 +7	+1%	+$280	0.01%	191
2020 Q2	$21K	Buy	+567	New	+$18.7K	0.01%	194
2020 Q1	–	Sell	-378	Closed	-$22K	–	222
2019 Q4	$22K	Buy	+378	New	+$23.7K	0.01%	198

Other funds holding VTR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Ventas (VTR) in Q2 2021, closing a stake of 729 shares — an estimated $39K sold.

Meridian Wealth Partners first reported a position in VTR in Q4 2019 and held it in 5 quarters. The position peaked at $39K in Q1 2021. 647 funds tracked by Wall St. Rank hold VTR as of Q2 2021.

Meridian Wealth Partners reported no remaining Ventas position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 729 Ventas shares in Q2 2021, an estimated $39K.
Meridian Wealth Partners first reported a position in Ventas in Q4 2019 and held it in 5 quarters.
Meridian Wealth Partners's Ventas position peaked at $39K in Q1 2021.
647 funds tracked by Wall St. Rank held Ventas as of Q2 2021.

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