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

AE 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
2024
Q1 		– Sell
-172
Closed -$209K – 1680
2023
Q4 		$209K Sell
172
-15
-8% -$16.2K ﹤0.01% 1871
2023
Q3 		$207K Buy
187
+22
+13% +$27K ﹤0.01% 1772
2023
Q2 		$216K Sell
165
-4
-2% -$5.62K ﹤0.01% 1716
2023
Q1 		$259K Sell
169
-2
-1% -$3K ﹤0.01% 1621
2022
Q4 		$247K Buy
+171
New +$229K ﹤0.01% 1582
2022
Q2 		– Sell
-162
Closed -$222K – 1791
2022
Q1 		$222K Buy
162
+7
+5% +$10.1K ﹤0.01% 1547
2021
Q4 		$263K Hold
155
– – ﹤0.01% 1502
2021
Q3 		$213K Buy
+155
New +$233K ﹤0.01% 1511

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return