Meridian Wealth Partners’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-471	Closed	-$107K	–	1330
2021 Q1	$107K	Buy	471 +208	+79%	+$48.7K	0.03%	107
2020 Q4	$57K	Buy	263 +13	+5%	+$2.54K	0.02%	131
2020 Q3	$41K	Hold	250	–	–	0.02%	143
2020 Q2	$26K	Buy	+250	New	+$19.1K	0.01%	176

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 471 shares — an estimated $107K sold.

Meridian Wealth Partners first reported a position in XYZ in Q2 2020 and held it in 4 quarters. The position peaked at $107K in Q1 2021. 1,352 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

Meridian Wealth Partners reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 471 Block Inc shares in Q2 2021, an estimated $107K.
Meridian Wealth Partners first reported a position in Block Inc in Q2 2020 and held it in 4 quarters.
Meridian Wealth Partners's Block Inc position peaked at $107K in Q1 2021.
1,352 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

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