AWM
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Accurate Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Accurate Wealth Management’s Portfolio MTD Stock Details MTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed -$7.6K – 968
2022
Q4 		$7.6K Buy
+5
New +$6.69K ﹤0.01% 927

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Accurate Wealth Management's MTD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Mettler-Toledo International (MTD) in Q1 2023, closing a stake of 5 shares — an estimated $7.6K sold.

Accurate Wealth Management first reported a position in MTD in Q4 2022 and held it in 1 quarter. The position peaked at $7.6K in Q4 2022. 773 funds tracked by Wall St. Rank hold MTD as of Q1 2023.

  • Accurate Wealth Management reported no remaining Mettler-Toledo International position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 5 Mettler-Toledo International shares in Q1 2023, an estimated $7.6K.
  • Accurate Wealth Management first reported a position in Mettler-Toledo International in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Mettler-Toledo International position peaked at $7.6K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.