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Amplius Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-23
Closed -$39K – 631
2021
Q4 		$39K Buy
+23
New +$34.8K 0.01% 370

Other funds holding MTD

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Amplius Wealth Advisors's MTD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q1 2022, closing a stake of 23 shares — an estimated $39K sold.

Amplius Wealth Advisors first reported a position in MTD in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 737 funds tracked by Wall St. Rank hold MTD as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Mettler-Toledo International position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 23 Mettler-Toledo International shares in Q1 2022, an estimated $39K.
  • Amplius Wealth Advisors first reported a position in Mettler-Toledo International in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Mettler-Toledo International position peaked at $39K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.