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Beaumont Financial Advisors’s Mettler-Toledo International MTD Stock Holding History

Beaumont Financial 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
2021
Q1 		– Sell
-202
Closed -$230K – 355
2020
Q4 		$230K Buy
+202
New +$222K 0.02% 307

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaumont Financial Advisors's MTD Position: Q1 2021 in Review

Beaumont Financial Advisors sold out of Mettler-Toledo International (MTD) in Q1 2021, closing a stake of 202 shares — an estimated $230K sold.

Beaumont Financial Advisors first reported a position in MTD in Q4 2020 and held it in 1 quarter. The position peaked at $230K in Q4 2020. 689 funds tracked by Wall St. Rank hold MTD as of Q1 2021.

  • Beaumont Financial Advisors reported no remaining Mettler-Toledo International position as of Q1 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 202 Mettler-Toledo International shares in Q1 2021, an estimated $230K.
  • Beaumont Financial Advisors first reported a position in Mettler-Toledo International in Q4 2020 and held it in 1 quarter.
  • Beaumont Financial Advisors's Mettler-Toledo International position peaked at $230K in Q4 2020.
  • 689 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2021.

Based on Beaumont Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.