Financial Advocates Investment Management’s Mettler-Toledo International MTD Stock Holding History

Financial Advocates Investment Management’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
2023 Q3	–	Sell	-161	Closed	-$211K	–	725
2023 Q2	$211K	Sell	161 -1	-0.6%	-$1.41K	0.02%	633
2023 Q1	$248K	Sell	162 -61	-27%	-$91.6K	0.02%	616
2022 Q4	$322K	Sell	223 -7	-3%	-$9.37K	0.02%	543
2022 Q3	$250K	Sell	230 -108	-32%	-$134K	0.02%	601
2022 Q2	$389K	Buy	+338	New	+$425K	0.03%	447
2022 Q1	–	Sell	-200	Closed	-$339K	–	784
2021 Q4	$339K	Buy	+200	New	+$302K	0.02%	602

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Financial Advocates Investment Management's MTD Position: Q3 2023 in Review

Financial Advocates Investment Management sold out of Mettler-Toledo International (MTD) in Q3 2023, closing a stake of 161 shares — an estimated $211K sold.

Financial Advocates Investment Management first reported a position in MTD in Q4 2021 and held it in 6 quarters. The position peaked at $389K in Q2 2022. 734 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

Financial Advocates Investment Management reported no remaining Mettler-Toledo International position as of Q3 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 161 Mettler-Toledo International shares in Q3 2023, an estimated $211K.
Financial Advocates Investment Management first reported a position in Mettler-Toledo International in Q4 2021 and held it in 6 quarters.
Financial Advocates Investment Management's Mettler-Toledo International position peaked at $389K in Q2 2022.
734 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

Based on Financial Advocates Investment Management's 13F filing for Q3 2023, filed 27 Oct 2023.