Certified Advisory Corp’s Ametek AME Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-143	Closed	-$18K	–	231
2021 Q1	$18K	Buy	+143	New	+$17.3K	﹤0.01%	507
2020 Q2	$13K	Hold	143	–	–	﹤0.01%	506
2020 Q1	$10K	Hold	143	–	–	﹤0.01%	522
2019 Q4	$14K	Hold	143	–	–	﹤0.01%	536
2019 Q3	$13K	Hold	143	–	–	﹤0.01%	539
2019 Q2	$13K	Buy	+143	New	+$12.3K	﹤0.01%	540

Other funds holding AME

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Certified Advisory Corp's AME Position: Q2 2021 in Review

Certified Advisory Corp sold out of Ametek (AME) in Q2 2021, closing a stake of 143 shares — an estimated $18K sold.

Certified Advisory Corp first reported a position in AME in Q2 2019 and held it in 6 quarters. The position peaked at $18K in Q1 2021. 721 funds tracked by Wall St. Rank hold AME as of Q2 2021.

Certified Advisory Corp reported no remaining Ametek position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 143 Ametek shares in Q2 2021, an estimated $18K.
Certified Advisory Corp first reported a position in Ametek in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's Ametek position peaked at $18K in Q1 2021.
721 funds tracked by Wall St. Rank held Ametek as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.