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Dakota Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Dakota Wealth Management’s Portfolio MTD Stock Details MTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-408
Closed -$452K – 691
2023
Q3 		$452K Sell
408
-1
-0.2% -$1.23K 0.02% 429
2023
Q2 		$536K Buy
409
+11
+3% +$15.5K 0.03% 366
2023
Q1 		$609K Hold
398
– – 0.04% 321
2022
Q4 		$575K Buy
398
+5
+1% +$6.69K 0.04% 322
2022
Q3 		$426K Sell
393
-175
-31% -$217K 0.03% 368
2022
Q2 		$652K Buy
568
+378
+199% +$475K 0.06% 242
2022
Q1 		$261K Buy
+190
New +$274K 0.02% 380

Other funds holding MTD

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Dakota Wealth Management's MTD Position: Q4 2023 in Review

Dakota Wealth Management sold out of Mettler-Toledo International (MTD) in Q4 2023, closing a stake of 408 shares — an estimated $452K sold.

Dakota Wealth Management first reported a position in MTD in Q1 2022 and held it in 7 quarters. The position peaked at $652K in Q2 2022. 764 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

  • Dakota Wealth Management reported no remaining Mettler-Toledo International position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 408 Mettler-Toledo International shares in Q4 2023, an estimated $452K.
  • Dakota Wealth Management first reported a position in Mettler-Toledo International in Q1 2022 and held it in 7 quarters.
  • Dakota Wealth Management's Mettler-Toledo International position peaked at $652K in Q2 2022.
  • 764 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.