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

Concord 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	-65	Closed	-$2K	–	1275
2022 Q2	$2K	Sell	65 -290	-82%	-$10.4K	﹤0.01%	1092
2022 Q1	$13K	Hold	355	–	–	﹤0.01%	722
2021 Q4	$9K	Buy	355 +300	+545%	+$7.65K	﹤0.01%	823
2021 Q3	$1K	Buy	+55	New	+$1.28K	﹤0.01%	890

Other funds holding MTOR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

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

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

Concord Wealth Partners sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 65 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in MTOR in Q3 2021 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

Concord Wealth Partners reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 65 MERITOR, Inc. shares in Q3 2022, an estimated $2K.
Concord Wealth Partners first reported a position in MERITOR, Inc. in Q3 2021 and held it in 4 quarters.
Concord Wealth Partners's MERITOR, Inc. position peaked at $13K in Q1 2022.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.