Instrumental Wealth’s Meritage Homes MTH Stock Holding History

Instrumental Wealth’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
2024 Q4	–	Sell	-2,094	Closed	-$206K	–	52
2024 Q3	$206K	Hold	2,094	–	–	0.2%	43
2024 Q2	$202K	Buy	+2,094	New	+$176K	0.21%	40

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Instrumental Wealth's MTH Position: Q4 2024 in Review

Instrumental Wealth sold out of Meritage Homes (MTH) in Q4 2024, closing a stake of 2,094 shares — an estimated $206K sold.

Instrumental Wealth first reported a position in MTH in Q2 2024 and held it in 2 quarters. The position peaked at $206K in Q3 2024. 396 funds tracked by Wall St. Rank hold MTH as of Q4 2024.

Instrumental Wealth reported no remaining Meritage Homes position as of Q4 2024 after selling out during the quarter.
Instrumental Wealth sold 2,094 Meritage Homes shares in Q4 2024, an estimated $206K.
Instrumental Wealth first reported a position in Meritage Homes in Q2 2024 and held it in 2 quarters.
Instrumental Wealth's Meritage Homes position peaked at $206K in Q3 2024.
396 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2024.

Based on Instrumental Wealth's 13F filing for Q4 2024, filed 24 Feb 2025.