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Focused Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Focused Wealth 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
2022
Q1 		– Sell
-60
Closed -$102K – 1057
2021
Q4 		$102K Sell
60
-35
-37% -$52.9K 0.02% 279
2021
Q3 		$131K Hold
95
– – 0.02% 240
2021
Q2 		$132K Hold
95
– – 0.02% 252
2021
Q1 		$110K Hold
95
– – 0.02% 265
2020
Q4 		$108K Buy
+95
New +$104K 0.02% 250

Other funds holding MTD

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Focused Wealth Management's MTD Position: Q1 2022 in Review

Focused Wealth Management sold out of Mettler-Toledo International (MTD) in Q1 2022, closing a stake of 60 shares — an estimated $102K sold.

Focused Wealth Management first reported a position in MTD in Q4 2020 and held it in 5 quarters. The position peaked at $132K in Q2 2021. 738 funds tracked by Wall St. Rank hold MTD as of Q1 2022.

  • Focused Wealth Management reported no remaining Mettler-Toledo International position as of Q1 2022 after selling out during the quarter.
  • Focused Wealth Management sold 60 Mettler-Toledo International shares in Q1 2022, an estimated $102K.
  • Focused Wealth Management first reported a position in Mettler-Toledo International in Q4 2020 and held it in 5 quarters.
  • Focused Wealth Management's Mettler-Toledo International position peaked at $132K in Q2 2021.
  • 738 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2022.

Based on Focused Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.