AWC
AME icon

Abundance Wealth Counselors’s Ametek AME Stock Holding History

Abundance Wealth Counselors’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,510
Closed -$548K – 82
2020
Q3 		$548K Buy
5,510
+145
+3% +$14K 0.16% 62
2020
Q2 		$479K Buy
+5,365
New +$450K 0.15% 60

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Abundance Wealth Counselors's AME Position: Q4 2020 in Review

Abundance Wealth Counselors sold out of Ametek (AME) in Q4 2020, closing a stake of 5,510 shares — an estimated $548K sold.

Abundance Wealth Counselors first reported a position in AME in Q2 2020 and held it in 2 quarters. The position peaked at $548K in Q3 2020. 683 funds tracked by Wall St. Rank hold AME as of Q4 2020.

  • Abundance Wealth Counselors reported no remaining Ametek position as of Q4 2020 after selling out during the quarter.
  • Abundance Wealth Counselors sold 5,510 Ametek shares in Q4 2020, an estimated $548K.
  • Abundance Wealth Counselors first reported a position in Ametek in Q2 2020 and held it in 2 quarters.
  • Abundance Wealth Counselors's Ametek position peaked at $548K in Q3 2020.
  • 683 funds tracked by Wall St. Rank held Ametek as of Q4 2020.

Based on Abundance Wealth Counselors's 13F filing for Q4 2020, filed 27 Jan 2021.