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Beaird Harris Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-14
Closed -$20.2K – 652
2022
Q4 		$20.2K Buy
+14
New +$18.7K ﹤0.01% 255

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Beaird Harris Wealth Management's MTD Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Mettler-Toledo International (MTD) in Q1 2023, closing a stake of 14 shares — an estimated $20.2K sold.

Beaird Harris Wealth Management first reported a position in MTD in Q4 2022 and held it in 1 quarter. The position peaked at $20.2K in Q4 2022. 773 funds tracked by Wall St. Rank hold MTD as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Mettler-Toledo International position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 14 Mettler-Toledo International shares in Q1 2023, an estimated $20.2K.
  • Beaird Harris Wealth Management first reported a position in Mettler-Toledo International in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Mettler-Toledo International position peaked at $20.2K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.