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Heritage Wealth Management (Arizona)’s Meritage Homes MTH Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		$10K Hold
200
– – ﹤0.01% 657
2021
Q2 		$9K Hold
200
– – ﹤0.01% 674
2021
Q1 		$9K Buy
+200
New +$8.67K 0.01% 591

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MTH Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its Meritage Homes (MTH) position steady in Q3 2021 at 200 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Heritage Wealth Management (Arizona) first reported a position in MTH in Q1 2021 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold MTH as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 200 shares of Meritage Homes worth $10K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its Meritage Homes share count unchanged in Q3 2021.
  • Meritage Homes made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #657 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Meritage Homes in Q1 2021 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.