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

Financial Synergies 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
2024 Q2	–	Sell	-1	Closed	-$1.33K	–	304
2024 Q1	$1.33K	Hold	1	–	–	﹤0.01%	369
2023 Q4	$1.45K	Buy	+1	New	+$1.08K	﹤0.01%	281
2023 Q3	–	Sell	-1	Closed	-$1.31K	–	514
2023 Q2	$1.31K	Hold	1	–	–	﹤0.01%	336
2023 Q1	$1.53K	Hold	1	–	–	﹤0.01%	329
2022 Q4	$1.45K	Hold	1	–	–	﹤0.01%	281
2022 Q3	$1.08K	Buy	+1	New	+$1.24K	﹤0.01%	291

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Synergies Wealth Advisors's MTD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q2 2024, closing a stake of 1 share — an estimated $1.33K sold.

Financial Synergies Wealth Advisors first reported a position in MTD in Q3 2022 and held it in 6 quarters. The position peaked at $1.53K in Q1 2023. 789 funds tracked by Wall St. Rank hold MTD as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Mettler-Toledo International position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1 Mettler-Toledo International share in Q2 2024, an estimated $1.33K.
Financial Synergies Wealth Advisors first reported a position in Mettler-Toledo International in Q3 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Mettler-Toledo International position peaked at $1.53K in Q1 2023.
789 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.