AWS
XMTR icon

AJ Wealth Strategies’s Xometry XMTR Stock Holding History

AJ Wealth Strategies’s Portfolio XMTR Stock Details XMTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2.83M Hold
133,420
– – 0.14% 76
2023
Q1 		$2M Hold
133,420
– – 0.1% 89
2022
Q4 		$4.3M Buy
133,420
+109,494
+458% +$5.11M 0.23% 54
2022
Q3 		$1.36M Hold
23,926
– – 0.08% 108
2022
Q2 		$812K Hold
23,926
– – 0.04% 145
2022
Q1 		$879K Hold
23,926
– – 0.04% 151
2021
Q4 		$1.23M Buy
+23,926
New +$1.23M 0.06% 126

Other funds holding XMTR

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
FGN
Foundry Group Next Boulder, Colorado $21.1M AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AJ Wealth Strategies's XMTR Position: Q2 2023 in Review

AJ Wealth Strategies held its Xometry (XMTR) position steady in Q2 2023 at 133,420 shares worth $2.83M. The position accounts for 0.14% of the portfolio, ranked #76.

AJ Wealth Strategies first reported a position in XMTR in Q4 2021 and has held it in 7 quarters since. The position peaked at $4.3M in Q4 2022. 123 funds tracked by Wall St. Rank hold XMTR as of Q2 2023.

  • AJ Wealth Strategies held 133,420 shares of Xometry worth $2.83M as of Q2 2023.
  • AJ Wealth Strategies left its Xometry share count unchanged in Q2 2023.
  • Xometry made up 0.14% of AJ Wealth Strategies's portfolio in Q2 2023, its #76 holding.
  • AJ Wealth Strategies first reported a position in Xometry in Q4 2021 and has held it in 7 quarters since.
  • AJ Wealth Strategies's Xometry position peaked at $4.3M in Q4 2022.
  • 123 funds tracked by Wall St. Rank held Xometry as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.