CSWM
AME icon

Cassady Schiller Wealth Management’s Ametek AME Stock Holding History

Cassady Schiller 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
2024
Q4 		$3.25K Buy
+18
New +$3.28K ﹤0.01% 489
2022
Q1 		– Sell
-4
Closed -$1K – 131
2021
Q4 		$1K Buy
+4
New +$547 ﹤0.01% 423

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's AME Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Ametek (AME) in Q4 2024: 18 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in AME as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in AME in Q4 2021 and has held it in 2 quarters since. 987 funds tracked by Wall St. Rank hold AME as of Q4 2024.

  • Cassady Schiller Wealth Management held 18 shares of Ametek worth $3.25K as of Q4 2024.
  • Ametek was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Ametek made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #489 holding.
  • Cassady Schiller Wealth Management first reported a position in Ametek in Q4 2021 and has held it in 2 quarters since.
  • 987 funds tracked by Wall St. Rank held Ametek as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.