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Buckingham Strategic Wealth’s Ametek AME Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$220K Sell
1,319
-7
-0.5% -$1.21K ﹤0.01% 681
2024
Q1 		$243K Buy
+1,326
New +$228K ﹤0.01% 652

Other funds holding AME

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckingham Strategic Wealth's AME Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Ametek (AME) stake by 0.53% in Q2 2024, selling an estimated $1.21K and leaving 1,319 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Buckingham Strategic Wealth first reported a position in AME in Q1 2024 and has held it in 2 quarters since. The position peaked at $243K in Q1 2024. 895 funds tracked by Wall St. Rank hold AME as of Q2 2024.

  • Buckingham Strategic Wealth held 1,319 shares of Ametek worth $220K as of Q2 2024.
  • Buckingham Strategic Wealth sold 7 Ametek shares in Q2 2024, an estimated $1.21K.
  • Ametek made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #681 holding.
  • Buckingham Strategic Wealth first reported a position in Ametek in Q1 2024 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's Ametek position peaked at $243K in Q1 2024.
  • 895 funds tracked by Wall St. Rank held Ametek as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.