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Wealthspire Advisors (Maryland)’s Meritage Homes MTH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-262
Closed -$6K – 1423
2019
Q1 		$6K Sell
262
-6
-2% -$128 ﹤0.01% 1756
2018
Q4 		$5K Sell
268
-28
-9% -$517 ﹤0.01% 1739
2018
Q3 		$6K Buy
296
+58
+24% +$1.26K ﹤0.01% 1731
2018
Q2 		$5K Buy
238
+14
+6% +$315 ﹤0.01% 1800
2018
Q1 		$5K Sell
224
-24
-10% -$573 ﹤0.01% 1816
2017
Q4 		$6K Buy
248
+178
+254% +$4.41K ﹤0.01% 1779
2017
Q3 		$2K Buy
70
+38
+119% +$794 ﹤0.01% 1996
2017
Q2 		$1K Hold
32
– – ﹤0.01% 2098
2017
Q1 		$1K Buy
+32
New +$573 ﹤0.01% 1818

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MTH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Meritage Homes (MTH) in Q2 2019, closing a stake of 262 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in MTH in Q1 2017 and held it in 9 quarters. The position peaked at $6K in Q1 2019. 205 funds tracked by Wall St. Rank hold MTH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Meritage Homes position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 262 Meritage Homes shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Meritage Homes in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Meritage Homes position peaked at $6K in Q1 2019.
  • 205 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.