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FSM Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

FSM Wealth Advisors’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
2023
Q2 		– Sell
-156
Closed -$239K – 173
2023
Q1 		$239K Sell
156
-6
-4% -$9.01K 0.14% 135
2022
Q4 		$234K Buy
+162
New +$217K 0.17% 125

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

FSM Wealth Advisors's MTD Position: Q2 2023 in Review

FSM Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q2 2023, closing a stake of 156 shares — an estimated $239K sold.

FSM Wealth Advisors first reported a position in MTD in Q4 2022 and held it in 2 quarters. The position peaked at $239K in Q1 2023. 760 funds tracked by Wall St. Rank hold MTD as of Q2 2023.

  • FSM Wealth Advisors reported no remaining Mettler-Toledo International position as of Q2 2023 after selling out during the quarter.
  • FSM Wealth Advisors sold 156 Mettler-Toledo International shares in Q2 2023, an estimated $239K.
  • FSM Wealth Advisors first reported a position in Mettler-Toledo International in Q4 2022 and held it in 2 quarters.
  • FSM Wealth Advisors's Mettler-Toledo International position peaked at $239K in Q1 2023.
  • 760 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2023.

Based on FSM Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.