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

BMS 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
2023 Q2	$311K	Sell	237 -109	-32%	-$153K	0.2%	92
2023 Q1	$529K	Sell	346 -108	-24%	-$162K	0.37%	64
2022 Q4	$656K	Buy	454 +11	+2%	+$14.7K	0.44%	39
2022 Q3	$480K	Sell	443 -28	-6%	-$34.8K	0.34%	64
2022 Q2	$541K	Buy	471 +37	+9%	+$46.5K	0.35%	50
2022 Q1	$596K	Buy	434 +29	+7%	+$41.9K	0.38%	54
2021 Q4	$687K	Buy	+405	New	+$612K	0.44%	43

Other funds holding MTD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

BMS Financial Advisors's MTD Position: Q2 2023 in Review

BMS Financial Advisors reduced its Mettler-Toledo International (MTD) stake by 32% in Q2 2023, selling an estimated $153K and leaving 237 shares worth $311K. The position accounts for 0.2% of the portfolio, ranked #92.

BMS Financial Advisors first reported a position in MTD in Q4 2021 and has held it in 7 quarters since. The position peaked at $687K in Q4 2021. 759 funds tracked by Wall St. Rank hold MTD as of Q2 2023.

BMS Financial Advisors held 237 shares of Mettler-Toledo International worth $311K as of Q2 2023.
BMS Financial Advisors sold 109 Mettler-Toledo International shares in Q2 2023, an estimated $153K.
Mettler-Toledo International made up 0.2% of BMS Financial Advisors's portfolio in Q2 2023, its #92 holding.
BMS Financial Advisors first reported a position in Mettler-Toledo International in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's Mettler-Toledo International position peaked at $687K in Q4 2021.
759 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.