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Harvest Group Wealth Management’s Ametek AME Stock Holding History

Harvest Group Wealth Management’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
2023
Q1 		– Sell
-12
Closed -$1.71K – 190
2022
Q4 		$1.68K Buy
12
+2
+20% +$265 ﹤0.01% 124
2022
Q3 		$1K Buy
10
+2
+25% +$240 ﹤0.01% 127
2022
Q2 		$1K Buy
8
+3
+60% +$365 ﹤0.01% 140
2022
Q1 		$1K Sell
5
-1
-17% -$134 ﹤0.01% 104
2021
Q4 		$1K Buy
+6
New +$821 ﹤0.01% 82

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harvest Group Wealth Management's AME Position: Q1 2023 in Review

Harvest Group Wealth Management sold out of Ametek (AME) in Q1 2023, closing a stake of 12 shares — an estimated $1.71K sold.

Harvest Group Wealth Management first reported a position in AME in Q4 2021 and held it in 5 quarters. The position peaked at $1.68K in Q4 2022. 774 funds tracked by Wall St. Rank hold AME as of Q1 2023.

  • Harvest Group Wealth Management reported no remaining Ametek position as of Q1 2023 after selling out during the quarter.
  • Harvest Group Wealth Management sold 12 Ametek shares in Q1 2023, an estimated $1.71K.
  • Harvest Group Wealth Management first reported a position in Ametek in Q4 2021 and held it in 5 quarters.
  • Harvest Group Wealth Management's Ametek position peaked at $1.68K in Q4 2022.
  • 774 funds tracked by Wall St. Rank held Ametek as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.