Ropes Wealth Advisors’s M/I Homes MHO Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-14	Closed	-$1K	–	570
2020 Q4	$1K	Buy	+14	New	+$632	﹤0.01%	738

Other funds holding MHO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Ropes Wealth Advisors's MHO Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of M/I Homes (MHO) in Q1 2021, closing a stake of 14 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in MHO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 208 funds tracked by Wall St. Rank hold MHO as of Q1 2021.

Ropes Wealth Advisors reported no remaining M/I Homes position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 14 M/I Homes shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in M/I Homes in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's M/I Homes position peaked at $1K in Q4 2020.
208 funds tracked by Wall St. Rank held M/I Homes as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.