LWA
MTOR

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

Lineweaver 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
-6,098
Closed -$221K – 136
2022
Q2 		$221K Hold
6,098
– – 0.07% 117
2022
Q1 		$216K Buy
+6,098
New +$180K 0.06% 133

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 $10.3B AUM 3.26% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Lineweaver Wealth Advisors sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 6,098 shares — an estimated $221K sold.

Lineweaver Wealth Advisors first reported a position in MTOR in Q1 2022 and held it in 2 quarters. The position peaked at $221K in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • Lineweaver Wealth Advisors reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 6,098 MERITOR, Inc. shares in Q3 2022, an estimated $221K.
  • Lineweaver Wealth Advisors first reported a position in MERITOR, Inc. in Q1 2022 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's MERITOR, Inc. position peaked at $221K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.