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GoalVest Advisory’s Ametek AME Stock Holding History

GoalVest Advisory’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
2025
Q1 		– Sell
-7
Closed -$1.26K – 503
2024
Q4 		$1.26K Buy
+7
New +$1.27K ﹤0.01% 351
2024
Q2 		– Sell
-6
Closed -$1.1K – 321
2024
Q1 		$1.1K Buy
+6
New +$1.03K ﹤0.01% 384
2022
Q2 		– Sell
-3
Closed – – 311
2022
Q1 		$0 Buy
+3
New +$403 ﹤0.01% 379

Other funds holding AME

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GoalVest Advisory's AME Position: Q1 2025 in Review

GoalVest Advisory sold out of Ametek (AME) in Q1 2025, closing a stake of 7 shares — an estimated $1.26K sold.

GoalVest Advisory first reported a position in AME in Q1 2022 and held it in 3 quarters. The position peaked at $1.26K in Q4 2024. 1,001 funds tracked by Wall St. Rank hold AME as of Q1 2025.

  • GoalVest Advisory reported no remaining Ametek position as of Q1 2025 after selling out during the quarter.
  • GoalVest Advisory sold 7 Ametek shares in Q1 2025, an estimated $1.26K.
  • GoalVest Advisory first reported a position in Ametek in Q1 2022 and held it in 3 quarters.
  • GoalVest Advisory's Ametek position peaked at $1.26K in Q4 2024.
  • 1,001 funds tracked by Wall St. Rank held Ametek as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.