FWM
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Focused Wealth Management’s Ametek AME Stock Holding History

Focused Wealth 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
2021
Q2 		– Sell
-950
Closed -$121K – 924
2021
Q1 		$121K Hold
950
– – 0.02% 247
2020
Q4 		$115K Sell
950
-450
-32% -$50.7K 0.02% 232
2020
Q3 		$139K Sell
1,400
-250
-15% -$24.2K 0.03% 180
2020
Q2 		$147K Hold
1,650
– – 0.03% 165
2020
Q1 		$119K Hold
1,650
– – 0.03% 170
2019
Q4 		$165K Hold
1,650
– – 0.04% 178
2019
Q3 		$152K Buy
+1,650
New +$146K 0.04% 176

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's AME Position: Q2 2021 in Review

Focused Wealth Management sold out of Ametek (AME) in Q2 2021, closing a stake of 950 shares — an estimated $121K sold.

Focused Wealth Management first reported a position in AME in Q3 2019 and held it in 7 quarters. The position peaked at $165K in Q4 2019. 721 funds tracked by Wall St. Rank hold AME as of Q2 2021.

  • Focused Wealth Management reported no remaining Ametek position as of Q2 2021 after selling out during the quarter.
  • Focused Wealth Management sold 950 Ametek shares in Q2 2021, an estimated $121K.
  • Focused Wealth Management first reported a position in Ametek in Q3 2019 and held it in 7 quarters.
  • Focused Wealth Management's Ametek position peaked at $165K in Q4 2019.
  • 721 funds tracked by Wall St. Rank held Ametek as of Q2 2021.

Based on Focused Wealth Management's 13F filing for Q2 2021, filed 15 Jul 2021.