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	–	261
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

Other funds holding AME

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortis Advisors's AME Position: Q4 2022 in Review

Fortis Advisors sold out of Ametek (AME) in Q4 2022, closing a stake of 704 shares — an estimated $80K sold.

Fortis Advisors first reported a position in AME in Q1 2021 and held it in 7 quarters. The position peaked at $104K in Q4 2021. 787 funds tracked by Wall St. Rank hold AME as of Q4 2022.

Fortis Advisors reported no remaining Ametek position as of Q4 2022 after selling out during the quarter.
Fortis Advisors sold 704 Ametek shares in Q4 2022, an estimated $80K.
Fortis Advisors first reported a position in Ametek in Q1 2021 and held it in 7 quarters.
Fortis Advisors's Ametek position peaked at $104K in Q4 2021.
787 funds tracked by Wall St. Rank held Ametek as of Q4 2022.

Based on Fortis Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.