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

Evolution 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
2021 Q4	–	Sell	-7	Closed	-$10K	–	452
2021 Q3	$10K	Hold	7	–	–	﹤0.01%	398
2021 Q2	$10K	Hold	7	–	–	﹤0.01%	409
2021 Q1	$8K	Hold	7	–	–	﹤0.01%	456
2020 Q4	$8K	Hold	7	–	–	﹤0.01%	377
2020 Q3	$7K	Hold	7	–	–	﹤0.01%	396
2020 Q2	$6K	Buy	+7	New	+$5.21K	﹤0.01%	345
2020 Q1	–	Sell	-4	Closed	-$3K	–	534
2019 Q4	$3K	Sell	4 -3	-43%	-$2.17K	﹤0.01%	521
2019 Q3	$5K	Hold	7	–	–	﹤0.01%	279
2019 Q2	$6K	Buy	+7	New	+$5.28K	﹤0.01%	245

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q4 2021, closing a stake of 7 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in MTD in Q2 2019 and held it in 9 quarters. The position peaked at $10K in Q3 2021. 774 funds tracked by Wall St. Rank hold MTD as of Q4 2021.

Evolution Wealth Advisors reported no remaining Mettler-Toledo International position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 7 Mettler-Toledo International shares in Q4 2021, an estimated $10K.
Evolution Wealth Advisors first reported a position in Mettler-Toledo International in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Mettler-Toledo International position peaked at $10K in Q3 2021.
774 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2021.

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