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Baldwin Wealth Partners’s Meritage Homes MTH Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-22
Closed -$2.26K – 732
2024
Q3 		$2.26K Buy
+22
New +$2.08K ﹤0.01% 935

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State Street
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Dimensional Fund Advisors
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Baldwin Wealth Partners's MTH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 22 shares — an estimated $2.26K sold.

Baldwin Wealth Partners first reported a position in MTH in Q3 2024 and held it in 1 quarter. The position peaked at $2.26K in Q3 2024. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 22 Meritage Homes shares in Q4 2024, an estimated $2.26K.
  • Baldwin Wealth Partners first reported a position in Meritage Homes in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Meritage Homes position peaked at $2.26K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.