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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AE Wealth Management's MTD Position: Q1 2024 in Review

AE Wealth Management sold out of Mettler-Toledo International (MTD) in Q1 2024, closing a stake of 172 shares — an estimated $209K sold.

AE Wealth Management first reported a position in MTD in Q3 2021 and held it in 8 quarters. The position peaked at $263K in Q4 2021. 782 funds tracked by Wall St. Rank hold MTD as of Q1 2024.

AE Wealth Management reported no remaining Mettler-Toledo International position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 172 Mettler-Toledo International shares in Q1 2024, an estimated $209K.
AE Wealth Management first reported a position in Mettler-Toledo International in Q3 2021 and held it in 8 quarters.
AE Wealth Management's Mettler-Toledo International position peaked at $263K in Q4 2021.
782 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.