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Core Wealth Advisors (Florida)’s Ametek AME Stock Holding History

Core Wealth Advisors (Florida)’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 		– Sell
-129
Closed -$23.6K – 60
2024
Q1 		$23.6K Hold
129
– – 0.01% 139
2023
Q4 		$21.3K Buy
+129
New +$19.7K 0.01% 136

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

Core Wealth Advisors (Florida)'s AME Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Ametek (AME) in Q2 2024, closing a stake of 129 shares — an estimated $23.6K sold.

Core Wealth Advisors (Florida) first reported a position in AME in Q4 2023 and held it in 2 quarters. The position peaked at $23.6K in Q1 2024. 895 funds tracked by Wall St. Rank hold AME as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Ametek position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 129 Ametek shares in Q2 2024, an estimated $23.6K.
  • Core Wealth Advisors (Florida) first reported a position in Ametek in Q4 2023 and held it in 2 quarters.
  • Core Wealth Advisors (Florida)'s Ametek position peaked at $23.6K in Q1 2024.
  • 895 funds tracked by Wall St. Rank held Ametek as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.