BWP
MTOR

BSW Wealth Partners’s MERITOR, Inc. MTOR Stock Holding History

BSW Wealth Partners’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
-5,620
Closed -$204K – 303
2022
Q2 		$204K Sell
5,620
-2,400
-30% -$86.3K 0.05% 258
2022
Q1 		$285K Buy
+8,020
New +$237K 0.07% 210

Other funds holding MTOR

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

BSW Wealth Partners's MTOR Position: Q3 2022 in Review

BSW Wealth Partners sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 5,620 shares — an estimated $204K sold.

BSW Wealth Partners first reported a position in MTOR in Q1 2022 and held it in 2 quarters. The position peaked at $285K in Q1 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • BSW Wealth Partners reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 5,620 MERITOR, Inc. shares in Q3 2022, an estimated $204K.
  • BSW Wealth Partners first reported a position in MERITOR, Inc. in Q1 2022 and held it in 2 quarters.
  • BSW Wealth Partners's MERITOR, Inc. position peaked at $285K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on BSW Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.