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Ropes Wealth Advisors’s Meritage Homes MTH Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-18
Closed -$1K – 585
2020
Q4 		$1K Buy
+18
New +$851 ﹤0.01% 741
2018
Q1 		– Sell
-238
Closed -$6K – 692
2017
Q4 		$6K Hold
238
– – ﹤0.01% 592
2017
Q3 		$5K Buy
+238
New +$4.97K ﹤0.01% 594

Other funds holding MTH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Meritage Homes (MTH) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in MTH in Q3 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 282 funds tracked by Wall St. Rank hold MTH as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Meritage Homes position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 18 Meritage Homes shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Meritage Homes in Q3 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's Meritage Homes position peaked at $6K in Q4 2017.
  • 282 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2021.

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