EverSource Wealth Advisors’s MERITOR, Inc. MTOR Stock Holding History

EverSource Wealth 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	-685	Closed	-$25K	–	2206
2022 Q2	$25K	Buy	685 +135	+25%	+$4.86K	0.01%	781
2022 Q1	$19K	Hold	550	–	–	﹤0.01%	730
2021 Q4	$13K	Buy	+550	New	+$14K	﹤0.01%	873

Other funds holding MTOR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

EverSource Wealth Advisors's MTOR Position: Q3 2022 in Review

EverSource Wealth Advisors sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 685 shares — an estimated $25K sold.

EverSource Wealth Advisors first reported a position in MTOR in Q4 2021 and held it in 3 quarters. The position peaked at $25K in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

EverSource Wealth Advisors reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
EverSource Wealth Advisors sold 685 MERITOR, Inc. shares in Q3 2022, an estimated $25K.
EverSource Wealth Advisors first reported a position in MERITOR, Inc. in Q4 2021 and held it in 3 quarters.
EverSource Wealth Advisors's MERITOR, Inc. position peaked at $25K in Q2 2022.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on EverSource Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.