Atria Wealth Solutions’s M/I Homes MHO Stock Holding History

Atria Wealth Solutions’s Portfolio MHO Stock Details MHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,645	Closed	-$928K	–	1934
2023 Q2	$928K	Sell	10,645 -1,902	-15%	-$135K	0.01%	869
2023 Q1	$792K	Sell	12,547 -2,400	-16%	-$138K	0.01%	903
2022 Q4	$690K	Sell	14,947 -587	-4%	-$25.2K	0.01%	932
2022 Q3	$563K	Sell	15,534 -232	-1%	-$10K	0.01%	963
2022 Q2	$625K	Buy	15,766 +8	+0.1%	+$348	0.01%	871
2022 Q1	$699K	Buy	+15,758	New	+$803K	0.01%	894

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Atria Wealth Solutions's MHO Position: Q3 2023 in Review

Atria Wealth Solutions sold out of M/I Homes (MHO) in Q3 2023, closing a stake of 10,645 shares — an estimated $928K sold.

Atria Wealth Solutions first reported a position in MHO in Q1 2022 and held it in 6 quarters. The position peaked at $928K in Q2 2023. 261 funds tracked by Wall St. Rank hold MHO as of Q3 2023.

Atria Wealth Solutions reported no remaining M/I Homes position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 10,645 M/I Homes shares in Q3 2023, an estimated $928K.
Atria Wealth Solutions first reported a position in M/I Homes in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's M/I Homes position peaked at $928K in Q2 2023.
261 funds tracked by Wall St. Rank held M/I Homes as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.