GWS
MTD icon

Glassman Wealth Services’s Mettler-Toledo International MTD Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-44
Closed -$53.4K – 1198
2023
Q4 		$53.4K Buy
44
+7
+19% +$7.57K 0.01% 436
2023
Q3 		$41K Sell
37
-1
-3% -$1.23K 0.01% 468
2023
Q2 		$49.8K Sell
38
-4
-10% -$5.62K 0.01% 411
2023
Q1 		$64.3K Buy
42
+3
+8% +$4.51K 0.01% 350
2022
Q4 		$56.4K Buy
39
+7
+22% +$9.37K 0.01% 391
2022
Q3 		$35K Buy
32
+2
+7% +$2.48K 0.01% 471
2022
Q2 		$34K Buy
30
+2
+7% +$2.51K 0.01% 478
2022
Q1 		$38K Sell
28
-2
-7% -$2.89K 0.01% 470
2021
Q4 		$51K Buy
30
+11
+58% +$16.6K 0.01% 368
2021
Q3 		$26K Buy
19
+1
+6% +$1.5K 0.01% 513
2021
Q2 		$25K Hold
18
– – 0.01% 513
2021
Q1 		$21K Sell
18
-1
-5% -$1.16K ﹤0.01% 515
2020
Q4 		$22K Buy
19
+3
+19% +$3.29K 0.01% 505
2020
Q3 		$15K Buy
16
+8
+100% +$7.42K ﹤0.01% 515
2020
Q2 		$6K Buy
8
+7
+700% +$5.21K ﹤0.01% 594
2020
Q1 		$1K Sell
1
-3
-75% -$2.24K ﹤0.01% 933
2019
Q4 		$3K Hold
4
– – ﹤0.01% 684
2019
Q3 		$3K Hold
4
– – ﹤0.01% 633
2019
Q2 		$3K Hold
4
– – ﹤0.01% 651
2019
Q1 		$3K Buy
4
+3
+300% +$1.95K ﹤0.01% 636
2018
Q4 		$1K Hold
1
– – ﹤0.01% 661
2018
Q3 		$1K Hold
1
– – ﹤0.01% 710
2018
Q2 		$1K Hold
1
– – ﹤0.01% 688
2018
Q1 		$1K Hold
1
– – ﹤0.01% 638
2017
Q4 		$1K Hold
1
– – ﹤0.01% 594
2017
Q3 		$1K Hold
1
– – ﹤0.01% 486
2017
Q2 		$1K Hold
1
– – ﹤0.01% 483
2017
Q1 		$0 Buy
+1
New +$457 ﹤0.01% 650

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Glassman Wealth Services's MTD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Mettler-Toledo International (MTD) in Q1 2024, closing a stake of 44 shares — an estimated $53.4K sold.

Glassman Wealth Services first reported a position in MTD in Q1 2017 and held it in 28 quarters. The position peaked at $64.3K in Q1 2023. 782 funds tracked by Wall St. Rank hold MTD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Mettler-Toledo International position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 44 Mettler-Toledo International shares in Q1 2024, an estimated $53.4K.
  • Glassman Wealth Services first reported a position in Mettler-Toledo International in Q1 2017 and held it in 28 quarters.
  • Glassman Wealth Services's Mettler-Toledo International position peaked at $64.3K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.