AWM
MTOR

Accel Wealth Management’s MERITOR, Inc. MTOR Stock Holding History

Accel Wealth Management’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-205
Closed -$7K – 1111
2022
Q2 		$7K Hold
205
– – ﹤0.01% 769
2022
Q1 		$7K Hold
205
– – ﹤0.01% 769
2021
Q4 		$5K Hold
205
– – ﹤0.01% 826
2021
Q3 		$4K Hold
205
– – ﹤0.01% 776
2021
Q2 		$5K Hold
205
– – ﹤0.01% 812
2021
Q1 		$6K Hold
205
– – ﹤0.01% 738
2020
Q4 		$6K Buy
+205
New +$5.42K 0.01% 696

Other funds holding MTOR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Accel Wealth Management's MTOR Position: Q3 2022 in Review

Accel Wealth Management sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 205 shares — an estimated $7K sold.

Accel Wealth Management first reported a position in MTOR in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • Accel Wealth Management reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • Accel Wealth Management sold 205 MERITOR, Inc. shares in Q3 2022, an estimated $7K.
  • Accel Wealth Management first reported a position in MERITOR, Inc. in Q4 2020 and held it in 7 quarters.
  • Accel Wealth Management's MERITOR, Inc. position peaked at $7K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Accel Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.