Carson Wealth (CWM LLC)
MTOR

Carson Wealth (CWM LLC)’s MERITOR, Inc. MTOR Stock Holding History

Carson Wealth (CWM LLC)’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
-1,003
Closed -$36K – 4335
2022
Q2 		$36K Buy
1,003
+28
+3% +$1.01K ﹤0.01% 1789
2022
Q1 		$35K Buy
975
+134
+16% +$3.96K ﹤0.01% 1784
2021
Q4 		$21K Buy
+841
New +$21.5K ﹤0.01% 1979
2021
Q2 		$6K Hold
235
– – ﹤0.01% 2326
2021
Q1 		$6K Hold
235
– – ﹤0.01% 2325
2020
Q4 		$6K Hold
235
– – ﹤0.01% 2324
2020
Q3 		$6K Hold
235
– – ﹤0.01% 2324
2020
Q2 		$6K Hold
235
– – ﹤0.01% 2324
2020
Q1 		$6K Hold
235
– – ﹤0.01% 2324
2019
Q4 		$6K Hold
235
– – ﹤0.01% 2324
2019
Q3 		$6K Hold
235
– – ﹤0.01% 2323
2019
Q2 		$6K Hold
235
– – ﹤0.01% 2323
2019
Q1 		$6K Buy
+235
New +$4.78K ﹤0.01% 2322
2018
Q3 		– Sell
-126
Closed -$3K – 2040
2018
Q2 		$3K Hold
126
– – ﹤0.01% 1327
2018
Q1 		$3K Hold
126
– – ﹤0.01% 1134
2017
Q4 		$3K Hold
126
– – ﹤0.01% 1236
2017
Q3 		$3K Hold
126
– – ﹤0.01% 1242
2017
Q2 		$2K Hold
126
– – ﹤0.01% 1045
2017
Q1 		$2K Buy
+126
New +$1.95K ﹤0.01% 1014

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

Carson Wealth (CWM LLC)'s MTOR Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 1,003 shares — an estimated $36K sold.

Carson Wealth (CWM LLC) first reported a position in MTOR in Q1 2017 and held it in 19 quarters. The position peaked at $36K in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,003 MERITOR, Inc. shares in Q3 2022, an estimated $36K.
  • Carson Wealth (CWM LLC) first reported a position in MERITOR, Inc. in Q1 2017 and held it in 19 quarters.
  • Carson Wealth (CWM LLC)'s MERITOR, Inc. position peaked at $36K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.