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Meridian Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Meridian Wealth Partners’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-88
Closed -$8K – 1280
2021
Q1 		$8K Buy
+88
New +$5.94K ﹤0.01% 536

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
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State Street
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Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of New York Mellon
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Williams-Sonoma (WSM) in Q2 2021, closing a stake of 88 shares — an estimated $8K sold.

Meridian Wealth Partners first reported a position in WSM in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 575 funds tracked by Wall St. Rank hold WSM as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Williams-Sonoma position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 88 Williams-Sonoma shares in Q2 2021, an estimated $8K.
  • Meridian Wealth Partners first reported a position in Williams-Sonoma in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Williams-Sonoma position peaked at $8K in Q1 2021.
  • 575 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2021.

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