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Capital Performance Advisors’s Meritage Homes MTH Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-14
Closed -$1.44K – 1724
2024
Q3 		$1.44K Buy
+14
New +$1.32K ﹤0.01% 1729

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Capital Performance Advisors's MTH Position: Q4 2024 in Review

Capital Performance Advisors sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 14 shares — an estimated $1.44K sold.

Capital Performance Advisors first reported a position in MTH in Q3 2024 and held it in 1 quarter. The position peaked at $1.44K in Q3 2024. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 14 Meritage Homes shares in Q4 2024, an estimated $1.44K.
  • Capital Performance Advisors first reported a position in Meritage Homes in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Meritage Homes position peaked at $1.44K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.