Meridian Wealth Partners’s Whitestone REIT WSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-26	Closed	–	–	1282
2021 Q1	$0	Buy	+26	New	+$233	﹤0.01%	1473

Other funds holding WSR

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

PPA

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

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

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

Meridian Wealth Partners sold out of Whitestone REIT (WSR) in Q2 2021, closing a stake of 26 shares.

Meridian Wealth Partners first reported a position in WSR in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 150 funds tracked by Wall St. Rank hold WSR as of Q2 2021.

Meridian Wealth Partners reported no remaining Whitestone REIT position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 26 Whitestone REIT shares in Q2 2021.
Meridian Wealth Partners first reported a position in Whitestone REIT in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Whitestone REIT position peaked at $0 in Q1 2021.
150 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2021.

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