EWA
AME icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return