CAPTRUST Financial Advisors
MTOR

CAPTRUST Financial Advisors’s MERITOR, Inc. MTOR Stock Holding History

CAPTRUST Financial Advisors’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
-6,768
Closed -$246K – 4611
2022
Q2 		$246K Buy
6,768
+47
+0.7% +$1.69K ﹤0.01% 1553
2022
Q1 		$239K Buy
6,721
+1,838
+38% +$54.3K ﹤0.01% 1597
2021
Q4 		$121K Sell
4,883
-56
-1% -$1.43K ﹤0.01% 2010
2021
Q3 		$105K Sell
4,939
-196
-4% -$4.57K ﹤0.01% 2035
2021
Q2 		$120K Buy
5,135
+799
+18% +$21K ﹤0.01% 1885
2021
Q1 		$128K Buy
4,336
+4,174
+2,577% +$124K ﹤0.01% 1786
2020
Q4 		$5K Buy
162
+40
+33% +$1.06K ﹤0.01% 2884
2020
Q3 		$3K Buy
122
+100
+455% +$2.25K ﹤0.01% 2702
2020
Q2 		$0 Sell
22
-12,400
-100% -$229K ﹤0.01% 2933
2020
Q1 		$153K Sell
12,422
-920
-7% -$19.8K ﹤0.01% 960
2019
Q4 		$355K Buy
13,342
+13,320
+60,545% +$301K 0.01% 791
2019
Q3 		$0 Buy
+22
New +$446 ﹤0.01% 2050

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 $10.3B AUM 3.26% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

CAPTRUST Financial Advisors's MTOR Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 6,768 shares — an estimated $246K sold.

CAPTRUST Financial Advisors first reported a position in MTOR in Q3 2019 and held it in 12 quarters. The position peaked at $355K in Q4 2019. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6,768 MERITOR, Inc. shares in Q3 2022, an estimated $246K.
  • CAPTRUST Financial Advisors first reported a position in MERITOR, Inc. in Q3 2019 and held it in 12 quarters.
  • CAPTRUST Financial Advisors's MERITOR, Inc. position peaked at $355K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.