Meridian Wealth Partners’s York Water YORW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-64	Closed	-$3K	–	1306
2021 Q1	$3K	Buy	+64	New	+$2.92K	﹤0.01%	919

Other funds holding YORW

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Meridian Wealth Partners sold out of York Water (YORW) in Q2 2021, closing a stake of 64 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in YORW in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 121 funds tracked by Wall St. Rank hold YORW as of Q2 2021.

Meridian Wealth Partners reported no remaining York Water position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 64 York Water shares in Q2 2021, an estimated $3K.
Meridian Wealth Partners first reported a position in York Water in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's York Water position peaked at $3K in Q1 2021.
121 funds tracked by Wall St. Rank held York Water as of Q2 2021.

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