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

Angeles 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
Q4 		– Sell
-153
Closed -$229K – 379
2024
Q3 		$229K Sell
153
-76
-33% -$107K 0.02% 246
2024
Q2 		$320K Sell
229
-2
-0.9% -$2.73K 0.03% 172
2024
Q1 		$308K Buy
231
+43
+23% +$53K 0.03% 168
2023
Q4 		$228K Buy
188
+5
+3% +$5.41K 0.03% 184
2023
Q3 		$203K Buy
183
+4
+2% +$4.9K 0.03% 166
2023
Q2 		$235K Hold
179
– – 0.03% 163
2023
Q1 		$274K Hold
179
– – 0.04% 142
2022
Q4 		$259K Buy
+179
New +$240K 0.05% 142
2022
Q3 		– Sell
-178
Closed -$204K – 226
2022
Q2 		$204K Hold
178
– – 0.04% 161
2022
Q1 		$244K Buy
+178
New +$257K 0.05% 149

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return