Encompass Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

Encompass Wealth Advisors’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
2024 Q4	–	Sell	-200	Closed	-$300K	–	123
2024 Q3	$300K	Hold	200	–	–	0.08%	196
2024 Q2	$280K	Hold	200	–	–	0.07%	191
2024 Q1	$266K	Hold	200	–	–	0.07%	208
2023 Q4	$243K	Hold	200	–	–	0.07%	189
2023 Q3	$222K	Hold	200	–	–	0.07%	186
2023 Q2	$262K	Hold	200	–	–	0.09%	175
2023 Q1	$306K	Hold	200	–	–	0.1%	158
2022 Q4	$289K	Hold	200	–	–	0.11%	154
2022 Q3	$217K	Hold	200	–	–	0.08%	184
2022 Q2	$230K	Hold	200	–	–	0.08%	176
2022 Q1	$275K	Hold	200	–	–	0.07%	183
2021 Q4	$339K	Hold	200	–	–	0.08%	174
2021 Q3	$275K	Hold	200	–	–	0.07%	187
2021 Q2	$277K	Hold	200	–	–	0.07%	192
2021 Q1	$256K	Hold	200	–	–	0.07%	198
2020 Q4	$228K	Buy	+200	New	+$219K	0.13%	100

Other funds holding MTD

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Encompass Wealth Advisors's MTD Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q4 2024, closing a stake of 200 shares — an estimated $300K sold.

Encompass Wealth Advisors first reported a position in MTD in Q4 2020 and held it in 16 quarters. The position peaked at $339K in Q4 2021. 813 funds tracked by Wall St. Rank hold MTD as of Q4 2024.

Encompass Wealth Advisors reported no remaining Mettler-Toledo International position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 200 Mettler-Toledo International shares in Q4 2024, an estimated $300K.
Encompass Wealth Advisors first reported a position in Mettler-Toledo International in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's Mettler-Toledo International position peaked at $339K in Q4 2021.
813 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.