CM Wealth Advisors’s Ametek AME Stock Holding History

CM Wealth Advisors’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	–	Sell	-10,355	Closed	-$1.39M	–	170
2023 Q1	$1.39M	Buy	+10,355	New	+$1.47M	0.27%	94

Other funds holding AME

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

CM Wealth Advisors's AME Position: Q2 2023 in Review

CM Wealth Advisors sold out of Ametek (AME) in Q2 2023, closing a stake of 10,355 shares — an estimated $1.39M sold.

CM Wealth Advisors first reported a position in AME in Q1 2023 and held it in 1 quarter. The position peaked at $1.39M in Q1 2023. 820 funds tracked by Wall St. Rank hold AME as of Q2 2023.

CM Wealth Advisors reported no remaining Ametek position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 10,355 Ametek shares in Q2 2023, an estimated $1.39M.
CM Wealth Advisors first reported a position in Ametek in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Ametek position peaked at $1.39M in Q1 2023.
820 funds tracked by Wall St. Rank held Ametek as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.