EWA
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Evolution Wealth Advisors’s Ametek AME Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-59
Closed -$7K – 163
2021
Q3 		$7K Hold
59
– – ﹤0.01% 445
2021
Q2 		$8K Hold
59
– – ﹤0.01% 433
2021
Q1 		$8K Hold
59
– – ﹤0.01% 440
2020
Q4 		$7K Hold
59
– – ﹤0.01% 387
2020
Q3 		$6K Hold
59
– – ﹤0.01% 408
2020
Q2 		$5K Buy
+59
New +$4.95K ﹤0.01% 357
2019
Q4 		– Sell
-28
Closed -$3K – 624
2019
Q3 		$3K Hold
28
– – ﹤0.01% 339
2019
Q2 		$3K Buy
+28
New +$2.4K ﹤0.01% 326

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Evolution Wealth Advisors's AME Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Ametek (AME) in Q4 2021, closing a stake of 59 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in AME in Q2 2019 and held it in 8 quarters. The position peaked at $8K in Q2 2021. 771 funds tracked by Wall St. Rank hold AME as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Ametek position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 59 Ametek shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Ametek in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Ametek position peaked at $8K in Q2 2021.
  • 771 funds tracked by Wall St. Rank held Ametek as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.