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Baker Tilly Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Baker Tilly 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
Q2 		– Sell
-349
Closed -$465K – 365
2024
Q1 		$465K Hold
349
– – 0.08% 270
2023
Q4 		$423K Sell
349
-9
-3% -$9.73K 0.07% 320
2023
Q3 		$397K Sell
358
-12
-3% -$14.7K 0.07% 311
2023
Q2 		$485K Buy
370
+5
+1% +$7.03K 0.05% 345
2023
Q1 		$559K Hold
365
– – 0.06% 303
2022
Q4 		$528K Sell
365
-12
-3% -$16.1K 0.07% 307
2022
Q3 		$409K Sell
377
-3
-0.8% -$3.73K 0.06% 339
2022
Q2 		$437K Sell
380
-431
-53% -$541K 0.06% 341
2022
Q1 		$1.11M Buy
811
+28
+4% +$40.4K 0.12% 176
2021
Q4 		$1.33M Buy
783
+168
+27% +$254K 0.14% 153
2021
Q3 		$847K Buy
615
+96
+18% +$144K 0.11% 193
2021
Q2 		$719K Buy
519
+65
+14% +$83.8K 0.12% 196
2021
Q1 		$525K Buy
454
+244
+116% +$283K 0.11% 229
2020
Q4 		$239K Buy
+210
New +$230K 0.07% 287

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

Baker Tilly Wealth Management's MTD Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Mettler-Toledo International (MTD) in Q2 2024, closing a stake of 349 shares — an estimated $465K sold.

Baker Tilly Wealth Management first reported a position in MTD in Q4 2020 and held it in 14 quarters. The position peaked at $1.33M in Q4 2021. 791 funds tracked by Wall St. Rank hold MTD as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Mettler-Toledo International position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 349 Mettler-Toledo International shares in Q2 2024, an estimated $465K.
  • Baker Tilly Wealth Management first reported a position in Mettler-Toledo International in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Mettler-Toledo International position peaked at $1.33M in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.