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Financial Advocates Investment Management’s Ametek AME Stock Holding History

Financial Advocates Investment Management’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
2024
Q4 		– Sell
-2,183
Closed -$375K – 754
2024
Q3 		$375K Buy
2,183
+122
+6% +$20.4K 0.02% 542
2024
Q2 		$344K Buy
2,061
+633
+44% +$109K 0.02% 546
2024
Q1 		$261K Buy
1,428
+1
+0.1% +$172 0.02% 642
2023
Q4 		$235K Buy
+1,427
New +$218K 0.02% 644
2023
Q3 		– Sell
-1,599
Closed -$259K – 697
2023
Q2 		$259K Buy
1,599
+1
+0.1% +$146 0.02% 561
2023
Q1 		$232K Buy
+1,598
New +$227K 0.02% 631

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's AME Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Ametek (AME) in Q4 2024, closing a stake of 2,183 shares — an estimated $375K sold.

Financial Advocates Investment Management first reported a position in AME in Q1 2023 and held it in 6 quarters. The position peaked at $375K in Q3 2024. 988 funds tracked by Wall St. Rank hold AME as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Ametek position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,183 Ametek shares in Q4 2024, an estimated $375K.
  • Financial Advocates Investment Management first reported a position in Ametek in Q1 2023 and held it in 6 quarters.
  • Financial Advocates Investment Management's Ametek position peaked at $375K in Q3 2024.
  • 988 funds tracked by Wall St. Rank held Ametek as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.