BerganKDV Wealth Management’s Ametek AME Stock Holding History

BerganKDV 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
2023 Q2	$2.1K	Sell	13 -25	-66%	-$3.65K	﹤0.01%	685
2023 Q1	$5.58K	Hold	38	–	–	﹤0.01%	679
2022 Q4	$5.36K	Sell	38 -17	-31%	-$2.25K	﹤0.01%	665
2022 Q3	$6K	Sell	55 -2	-4%	-$240	﹤0.01%	639
2022 Q2	$6K	Hold	57	–	–	﹤0.01%	658
2022 Q1	$8K	Hold	57	–	–	﹤0.01%	637
2021 Q4	$8K	Hold	57	–	–	﹤0.01%	690
2021 Q3	$7K	Hold	57	–	–	﹤0.01%	688
2021 Q2	$8K	Hold	57	–	–	﹤0.01%	635
2021 Q1	$7K	Hold	57	–	–	﹤0.01%	619
2020 Q4	$7K	Hold	57	–	–	﹤0.01%	609
2020 Q3	$6K	Hold	57	–	–	﹤0.01%	561
2020 Q2	$5K	Buy	57 +24	+73%	+$2.01K	﹤0.01%	617
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	715
2019 Q4	$3K	Buy	33 +19	+136%	+$1.8K	﹤0.01%	692
2019 Q3	$1K	Hold	14	–	–	﹤0.01%	648
2019 Q2	$1K	Hold	14	–	–	﹤0.01%	687
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	678
2018 Q4	$1K	Buy	+14	New	+$1K	﹤0.01%	638

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return