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FirstPurpose Wealth’s Ametek AME Stock Holding History

FirstPurpose Wealth’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
Q1 		$271K Sell
1,508
-54
-3% -$9.3K 0.1% 168
2023
Q4 		$258K Buy
1,562
+144
+10% +$22K 0.1% 171
2023
Q3 		$210K Buy
1,418
+45
+3% +$7.03K 0.09% 180
2023
Q2 		$222K Buy
+1,373
New +$201K 0.1% 181

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FirstPurpose Wealth's AME Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Ametek (AME) stake by 3.5% in Q1 2024, selling an estimated $9.3K and leaving 1,508 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #168.

FirstPurpose Wealth first reported a position in AME in Q2 2023 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold AME as of Q1 2024.

  • FirstPurpose Wealth held 1,508 shares of Ametek worth $271K as of Q1 2024.
  • FirstPurpose Wealth sold 54 Ametek shares in Q1 2024, an estimated $9.3K.
  • Ametek made up 0.1% of FirstPurpose Wealth's portfolio in Q1 2024, its #168 holding.
  • FirstPurpose Wealth first reported a position in Ametek in Q2 2023 and has held it in 4 quarters since.
  • 909 funds tracked by Wall St. Rank held Ametek as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.