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BDO Wealth Advisors’s Meritage Homes MTH Stock Holding History

BDO Wealth Advisors’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
2021
Q2 		– Sell
-38
Closed -$2K – 1174
2021
Q1 		$2K Hold
38
– – ﹤0.01% 1001
2020
Q4 		$2K Hold
38
– – ﹤0.01% 780
2020
Q3 		$2K Buy
+38
New +$1.82K ﹤0.01% 702

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BDO Wealth Advisors's MTH Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Meritage Homes (MTH) in Q2 2021, closing a stake of 38 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in MTH in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 289 funds tracked by Wall St. Rank hold MTH as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Meritage Homes position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 38 Meritage Homes shares in Q2 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Meritage Homes in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Meritage Homes position peaked at $2K in Q1 2021.
  • 289 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.