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Carolina Wealth Advisors’s Meritage Homes MTH Stock Holding History

Carolina 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
Q1 		– Sell
-250
Closed -$10K – 325
2020
Q4 		$10K Hold
250
– – 0.01% 146
2020
Q3 		$14K Buy
+250
New +$12K 0.01% 119

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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolina Wealth Advisors's MTH Position: Q1 2021 in Review

Carolina Wealth Advisors sold out of Meritage Homes (MTH) in Q1 2021, closing a stake of 250 shares — an estimated $10K sold.

Carolina Wealth Advisors first reported a position in MTH in Q3 2020 and held it in 2 quarters. The position peaked at $14K in Q3 2020. 282 funds tracked by Wall St. Rank hold MTH as of Q1 2021.

  • Carolina Wealth Advisors reported no remaining Meritage Homes position as of Q1 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 250 Meritage Homes shares in Q1 2021, an estimated $10K.
  • Carolina Wealth Advisors first reported a position in Meritage Homes in Q3 2020 and held it in 2 quarters.
  • Carolina Wealth Advisors's Meritage Homes position peaked at $14K in Q3 2020.
  • 282 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2021.

Based on Carolina Wealth Advisors's 13F filing for Q1 2021, filed 9 Apr 2021.