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TFO Wealth Partners’s Meritage Homes MTH Stock Holding History

TFO Wealth Partners’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
2023
Q4 		– Sell
-12
Closed -$854 – 1038
2023
Q3 		$854 Buy
+12
New +$825 ﹤0.01% 321
2023
Q1 		– Sell
-446
Closed -$24.7K – 888
2022
Q4 		$24.7K Buy
+446
New +$18K 0.01% 75

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

TFO Wealth Partners's MTH Position: Q4 2023 in Review

TFO Wealth Partners sold out of Meritage Homes (MTH) in Q4 2023, closing a stake of 12 shares — an estimated $854 sold.

TFO Wealth Partners first reported a position in MTH in Q4 2022 and held it in 2 quarters. The position peaked at $24.7K in Q4 2022. 370 funds tracked by Wall St. Rank hold MTH as of Q4 2023.

  • TFO Wealth Partners reported no remaining Meritage Homes position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 12 Meritage Homes shares in Q4 2023, an estimated $854.
  • TFO Wealth Partners first reported a position in Meritage Homes in Q4 2022 and held it in 2 quarters.
  • TFO Wealth Partners's Meritage Homes position peaked at $24.7K in Q4 2022.
  • 370 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.