GWS
MTOR

Glassman Wealth Services’s MERITOR, Inc. MTOR Stock Holding History

Glassman Wealth Services’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
-269
Closed -$10K – 2105
2022
Q2 		$10K Buy
+269
New +$9.68K ﹤0.01% 829

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 $9.98B AUM 4.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Glassman Wealth Services's MTOR Position: Q3 2022 in Review

Glassman Wealth Services sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 269 shares — an estimated $10K sold.

Glassman Wealth Services first reported a position in MTOR in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • Glassman Wealth Services reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 269 MERITOR, Inc. shares in Q3 2022, an estimated $10K.
  • Glassman Wealth Services first reported a position in MERITOR, Inc. in Q2 2022 and held it in 1 quarter.
  • Glassman Wealth Services's MERITOR, Inc. position peaked at $10K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.