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Engrave Wealth Partners’s Mettler-Toledo International MTD Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-6
Closed -$4K – 294
2020
Q2 		$4K Hold
6
– – ﹤0.01% 344
2020
Q1 		$4K Sell
6
-10
-63% -$7.46K ﹤0.01% 294
2019
Q4 		$12K Buy
+16
New +$11.6K 0.01% 284

Other funds holding MTD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Engrave Wealth Partners's MTD Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Mettler-Toledo International (MTD) in Q3 2020, closing a stake of 6 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in MTD in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 611 funds tracked by Wall St. Rank hold MTD as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Mettler-Toledo International position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 6 Mettler-Toledo International shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in Mettler-Toledo International in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Mettler-Toledo International position peaked at $12K in Q4 2019.
  • 611 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.