CWM
AME icon

Curi Wealth Management’s Ametek AME Stock Holding History

Curi 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
2022
Q3 		– Sell
-2
Closed – – 204
2022
Q2 		$0 Hold
2
– – ﹤0.01% 617
2022
Q1 		$0 Hold
2
– – ﹤0.01% 511
2021
Q4 		$0 Buy
+2
New +$274 ﹤0.01% 481
2021
Q1 		– Sell
-2
Closed – – 111
2020
Q4 		$0 Buy
+2
New +$225 ﹤0.01% 389

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Curi Wealth Management's AME Position: Q3 2022 in Review

Curi Wealth Management sold out of Ametek (AME) in Q3 2022, closing a stake of 2 shares.

Curi Wealth Management first reported a position in AME in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 752 funds tracked by Wall St. Rank hold AME as of Q3 2022.

  • Curi Wealth Management reported no remaining Ametek position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2 Ametek shares in Q3 2022.
  • Curi Wealth Management first reported a position in Ametek in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Ametek position peaked at $0 in Q2 2022.
  • 752 funds tracked by Wall St. Rank held Ametek as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.