Annapolis Financial Services’s MERITOR, Inc. MTOR Stock Holding History

Annapolis Financial Services’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	-1,000	Closed	-$36K	–	570
2022 Q2	$36K	Hold	1,000	–	–	0.01%	201
2022 Q1	$36K	Hold	1,000	–	–	0.01%	212
2021 Q4	$25K	Hold	1,000	–	–	0.01%	244
2021 Q3	$21K	Hold	1,000	–	–	0.01%	233
2021 Q2	$23K	Hold	1,000	–	–	0.01%	214
2021 Q1	$29K	Hold	1,000	–	–	0.01%	187
2020 Q4	$28K	Buy	+1,000	New	+$26.4K	0.01%	179

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 $9.98B AUM 4.97% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Annapolis Financial Services's MTOR Position: Q3 2022 in Review

Annapolis Financial Services sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 1,000 shares — an estimated $36K sold.

Annapolis Financial Services first reported a position in MTOR in Q4 2020 and held it in 7 quarters. The position peaked at $36K in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

Annapolis Financial Services reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
Annapolis Financial Services sold 1,000 MERITOR, Inc. shares in Q3 2022, an estimated $36K.
Annapolis Financial Services first reported a position in MERITOR, Inc. in Q4 2020 and held it in 7 quarters.
Annapolis Financial Services's MERITOR, Inc. position peaked at $36K in Q2 2022.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Annapolis Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.