AWE
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Avidian Wealth Enterprises’s Meritage Homes MTH Stock Holding History

Avidian Wealth Enterprises’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
2019
Q4 		– Sell
-16,574
Closed -$583K – 233
2019
Q3 		$583K Buy
+16,574
New +$517K 0.1% 90

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Avidian Wealth Enterprises's MTH Position: Q4 2019 in Review

Avidian Wealth Enterprises sold out of Meritage Homes (MTH) in Q4 2019, closing a stake of 16,574 shares — an estimated $583K sold.

Avidian Wealth Enterprises first reported a position in MTH in Q3 2019 and held it in 1 quarter. The position peaked at $583K in Q3 2019. 280 funds tracked by Wall St. Rank hold MTH as of Q4 2019.

  • Avidian Wealth Enterprises reported no remaining Meritage Homes position as of Q4 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 16,574 Meritage Homes shares in Q4 2019, an estimated $583K.
  • Avidian Wealth Enterprises first reported a position in Meritage Homes in Q3 2019 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Meritage Homes position peaked at $583K in Q3 2019.
  • 280 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2019, filed 13 Feb 2020.