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B. Riley Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-238
Closed -$264K – 1527
2024
Q1 		$264K Buy
+238
New +$293K 0.01% 1108
2023
Q4 		– Sell
-238
Closed -$264K – 1466
2023
Q3 		$264K Buy
238
+75
+46% +$91.9K 0.01% 1108
2023
Q2 		$214K Buy
163
+4
+3% +$5.62K ﹤0.01% 1321
2023
Q1 		$243K Sell
159
-7
-4% -$10.5K 0.01% 1188
2022
Q4 		$240K Sell
166
-55
-25% -$73.6K 0.01% 1159
2022
Q3 		$241K Sell
221
-50
-18% -$62.1K 0.01% 1131
2022
Q2 		$312K Sell
271
-21
-7% -$26.4K 0.01% 858
2022
Q1 		$401K Buy
292
+81
+38% +$117K 0.01% 871
2021
Q4 		$359K Buy
211
+13
+7% +$19.7K 0.01% 973
2021
Q3 		$273K Buy
+198
New +$298K 0.01% 1094
2021
Q2 		– Sell
-329
Closed -$381K – 1423
2021
Q1 		$381K Buy
329
+78
+31% +$90.4K 0.01% 865
2020
Q4 		$287K Sell
251
-153
-38% -$168K 0.02% 779
2020
Q3 		$366K Buy
+404
New +$375K 0.02% 650
2019
Q3 		– Sell
-248
Closed -$210K – 838
2019
Q2 		$210K Buy
+248
New +$187K 0.02% 697
2015
Q1 		– Sell
-49
Closed -$15K – 1436
2014
Q4 		$15K Buy
+49
New +$13.5K ﹤0.01% 2673
2014
Q3 		– Sell
-37
Closed -$9.38K – 1411
2014
Q2 		$9.38K Buy
+37
New +$8.89K ﹤0.01% 1816

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

B. Riley Wealth Advisors's MTD Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q2 2024, closing a stake of 238 shares — an estimated $264K sold.

B. Riley Wealth Advisors first reported a position in MTD in Q2 2014 and held it in 16 quarters. The position peaked at $401K in Q1 2022. 791 funds tracked by Wall St. Rank hold MTD as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Mettler-Toledo International position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 238 Mettler-Toledo International shares in Q2 2024, an estimated $264K.
  • B. Riley Wealth Advisors first reported a position in Mettler-Toledo International in Q2 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Mettler-Toledo International position peaked at $401K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.