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Fortis Advisors’s Ametek AME Stock Holding History

Fortis Advisors’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
2022
Q4 		– Sell
-704
Closed -$80K – 262
2022
Q3 		$80K Hold
704
– – 0.06% 131
2022
Q2 		$77K Hold
704
– – 0.05% 148
2022
Q1 		$94K Hold
704
– – 0.05% 163
2021
Q4 		$104K Hold
704
– – 0.06% 137
2021
Q3 		$87K Hold
704
– – 0.05% 149
2021
Q2 		$94K Hold
704
– – 0.05% 153
2021
Q1 		$90K Buy
+704
New +$85K 0.06% 110
2020
Q2 		– Hold
0
– – – 174
2020
Q1 		– Hold
0
– – – 323

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return