Patriot Financial Group Insurance Agency’s Meritage Homes MTH Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-246	Closed	-$9K	–	1366
2022 Q2	$9K	Sell	246 -54	-18%	-$2.15K	﹤0.01%	1302
2022 Q1	$12K	Sell	300 -66	-18%	-$3.22K	﹤0.01%	1289
2021 Q4	$22K	Hold	366	–	–	﹤0.01%	1183
2021 Q3	$18K	Buy	366 +54	+17%	+$2.78K	﹤0.01%	1264
2021 Q2	$15K	Hold	312	–	–	﹤0.01%	1298
2021 Q1	$14K	Hold	312	–	–	﹤0.01%	1247
2020 Q4	$13K	Hold	312	–	–	﹤0.01%	1134
2020 Q3	$17K	Hold	312	–	–	0.01%	861
2020 Q2	$12K	Hold	312	–	–	﹤0.01%	915
2020 Q1	$6K	Buy	+312	New	+$9.47K	﹤0.01%	1021

Other funds holding MTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MTH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Meritage Homes (MTH) in Q3 2022, closing a stake of 246 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in MTH in Q1 2020 and held it in 10 quarters. The position peaked at $22K in Q4 2021. 272 funds tracked by Wall St. Rank hold MTH as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Meritage Homes position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 246 Meritage Homes shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Meritage Homes in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Meritage Homes position peaked at $22K in Q4 2021.
272 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.