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Petra Financial Advisors’s M/I Homes MHO Stock Holding History

Petra Financial Advisors’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,276
Closed -$855K – 131
2024
Q1 		$855K Buy
6,276
+213
+4% +$27.1K 0.63% 46
2023
Q4 		$835K Sell
6,063
-118
-2% -$11.8K 0.7% 40
2023
Q3 		$519K Buy
+6,181
New +$571K 0.43% 65

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Petra Financial Advisors's MHO Position: Q2 2024 in Review

Petra Financial Advisors sold out of M/I Homes (MHO) in Q2 2024, closing a stake of 6,276 shares — an estimated $855K sold.

Petra Financial Advisors first reported a position in MHO in Q3 2023 and held it in 3 quarters. The position peaked at $855K in Q1 2024. 290 funds tracked by Wall St. Rank hold MHO as of Q2 2024.

  • Petra Financial Advisors reported no remaining M/I Homes position as of Q2 2024 after selling out during the quarter.
  • Petra Financial Advisors sold 6,276 M/I Homes shares in Q2 2024, an estimated $855K.
  • Petra Financial Advisors first reported a position in M/I Homes in Q3 2023 and held it in 3 quarters.
  • Petra Financial Advisors's M/I Homes position peaked at $855K in Q1 2024.
  • 290 funds tracked by Wall St. Rank held M/I Homes as of Q2 2024.

Based on Petra Financial Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.