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

TCI 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	-217	Closed	-$8K	–	2720
2022 Q2	$8K	Sell	217 -28	-11%	-$1.01K	﹤0.01%	1202
2022 Q1	$9K	Buy	245 +71	+41%	+$2.1K	﹤0.01%	1215
2021 Q4	$4K	Buy	+174	New	+$4.44K	﹤0.01%	1964
2021 Q3	–	Sell	-125	Closed	-$3K	–	2660
2021 Q2	$3K	Buy	125 +54	+76%	+$1.42K	﹤0.01%	1917
2021 Q1	$2K	Buy	71 +60	+545%	+$1.78K	﹤0.01%	1987
2020 Q4	$0	Hold	11	–	–	﹤0.01%	1718
2020 Q3	$0	Buy	+11	New	+$248	﹤0.01%	1705

Other funds holding MTOR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

TCI Wealth Advisors sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 217 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in MTOR in Q3 2020 and held it in 7 quarters. The position peaked at $9K in Q1 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

TCI Wealth Advisors reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 217 MERITOR, Inc. shares in Q3 2022, an estimated $8K.
TCI Wealth Advisors first reported a position in MERITOR, Inc. in Q3 2020 and held it in 7 quarters.
TCI Wealth Advisors's MERITOR, Inc. position peaked at $9K in Q1 2022.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.