Allworth Financial’s MERITOR, Inc. MTOR Stock Holding History

Allworth Financial’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	-265	Closed	-$10K	–	3272
2022 Q2	$10K	Buy	265 +5	+2%	+$180	﹤0.01%	1584
2022 Q1	$9K	Buy	260 +14	+6%	+$414	﹤0.01%	1530
2021 Q4	$6K	Hold	246	–	–	﹤0.01%	1537
2021 Q3	$5K	Hold	246	–	–	﹤0.01%	1549
2021 Q2	$6K	Hold	246	–	–	﹤0.01%	1192
2021 Q1	$7K	Hold	246	–	–	﹤0.01%	1080
2020 Q4	$7K	Hold	246	–	–	﹤0.01%	932
2020 Q3	$5K	Hold	246	–	–	﹤0.01%	865
2020 Q2	$5K	Hold	246	–	–	﹤0.01%	888
2020 Q1	$3K	Hold	246	–	–	﹤0.01%	1018
2019 Q4	$6K	Hold	246	–	–	﹤0.01%	751
2019 Q3	$5K	Hold	246	–	–	﹤0.01%	697
2019 Q2	$6K	Hold	246	–	–	﹤0.01%	667
2019 Q1	$5K	Hold	246	–	–	﹤0.01%	697
2018 Q4	$4K	Hold	246	–	–	﹤0.01%	666
2018 Q3	$5K	Hold	246	–	–	﹤0.01%	671
2018 Q2	$5K	Hold	246	–	–	﹤0.01%	656
2018 Q1	$5K	Hold	246	–	–	﹤0.01%	599
2017 Q4	$6K	Hold	246	–	–	﹤0.01%	550
2017 Q3	$6K	Hold	246	–	–	﹤0.01%	562
2017 Q2	$4K	Hold	246	–	–	﹤0.01%	611
2017 Q1	$4K	Hold	246	–	–	﹤0.01%	582
2016 Q4	$3K	Hold	246	–	–	﹤0.01%	556
2016 Q3	$3K	Hold	246	–	–	﹤0.01%	576
2016 Q2	$2K	Hold	246	–	–	﹤0.01%	567
2016 Q1	$2K	Hold	246	–	–	﹤0.01%	545
2015 Q4	$2K	Hold	246	–	–	﹤0.01%	555
2015 Q3	$3K	Hold	246	–	–	﹤0.01%	512
2015 Q2	$3K	Hold	246	–	–	﹤0.01%	506
2015 Q1	$3K	Buy	+246	New	+$3.42K	﹤0.01%	510

Other funds holding MTOR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Allworth Financial's MTOR Position: Q3 2022 in Review

Allworth Financial sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 265 shares — an estimated $10K sold.

Allworth Financial first reported a position in MTOR in Q1 2015 and held it in 30 quarters. The position peaked at $10K in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

Allworth Financial reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
Allworth Financial sold 265 MERITOR, Inc. shares in Q3 2022, an estimated $10K.
Allworth Financial first reported a position in MERITOR, Inc. in Q1 2015 and held it in 30 quarters.
Allworth Financial's MERITOR, Inc. position peaked at $10K in Q2 2022.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.