SPIA
EBSB

Steward Partners Investment Advisory’s Meridian Bancorp, Inc. EBSB Stock Holding History

Steward Partners Investment Advisory’s Portfolio EBSB Stock Details EBSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,100
Closed -$20.3K – 7558
2021
Q1 		$20.3K Buy
+1,100
New +$18.6K ﹤0.01% 2474

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VI
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Vanguard Group
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Renaissance Technologies
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KFS
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Steward Partners Investment Advisory's EBSB Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Meridian Bancorp, Inc. (EBSB) in Q2 2021, closing a stake of 1,100 shares — an estimated $20.3K sold.

Steward Partners Investment Advisory first reported a position in EBSB in Q1 2021 and held it in 1 quarter. The position peaked at $20.3K in Q1 2021. 137 funds tracked by Wall St. Rank hold EBSB as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Meridian Bancorp, Inc. position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,100 Meridian Bancorp, Inc. shares in Q2 2021, an estimated $20.3K.
  • Steward Partners Investment Advisory first reported a position in Meridian Bancorp, Inc. in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Meridian Bancorp, Inc. position peaked at $20.3K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.