Avitas Wealth Management’s Ametek AME Stock Holding History

Avitas Wealth Management’s Portfolio AME Stock Details AME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,004	Closed	-$1.33M	–	195
2022 Q1	$1.33M	Sell	10,004 -162	-2%	-$21.8K	0.24%	109
2021 Q4	$1.5M	Buy	10,166 +2,204	+28%	+$302K	0.25%	107
2021 Q3	$987K	Sell	7,962 -81	-1%	-$10.9K	0.18%	129
2021 Q2	$1.07M	Buy	+8,043	New	+$1.08M	0.19%	138

Other funds holding AME

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

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

Avitas Wealth Management's AME Position: Q2 2022 in Review

Avitas Wealth Management sold out of Ametek (AME) in Q2 2022, closing a stake of 10,004 shares — an estimated $1.33M sold.

Avitas Wealth Management first reported a position in AME in Q2 2021 and held it in 4 quarters. The position peaked at $1.5M in Q4 2021. 743 funds tracked by Wall St. Rank hold AME as of Q2 2022.

Avitas Wealth Management reported no remaining Ametek position as of Q2 2022 after selling out during the quarter.
Avitas Wealth Management sold 10,004 Ametek shares in Q2 2022, an estimated $1.33M.
Avitas Wealth Management first reported a position in Ametek in Q2 2021 and held it in 4 quarters.
Avitas Wealth Management's Ametek position peaked at $1.5M in Q4 2021.
743 funds tracked by Wall St. Rank held Ametek as of Q2 2022.

Based on Avitas Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.