EWA
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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 – 455
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return