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Abound Wealth Management’s Meritage Homes MTH Stock Holding History

Abound Wealth Management’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6
Closed -$616 – 1315
2024
Q3 		$616 Hold
6
– – ﹤0.01% 832
2024
Q2 		$486 Hold
6
– – ﹤0.01% 834
2024
Q1 		$527 Hold
6
– – ﹤0.01% 879
2023
Q4 		$523 Hold
6
– – ﹤0.01% 906
2023
Q3 		$368 Hold
6
– – ﹤0.01% 923
2023
Q2 		$427 Buy
+6
New +$377 ﹤0.01% 906

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Abound Wealth Management's MTH Position: Q4 2024 in Review

Abound Wealth Management sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 6 shares — an estimated $616 sold.

Abound Wealth Management first reported a position in MTH in Q2 2023 and held it in 6 quarters. The position peaked at $616 in Q3 2024. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

  • Abound Wealth Management reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 6 Meritage Homes shares in Q4 2024, an estimated $616.
  • Abound Wealth Management first reported a position in Meritage Homes in Q2 2023 and held it in 6 quarters.
  • Abound Wealth Management's Meritage Homes position peaked at $616 in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.