Heirloom Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Heirloom Wealth Management’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
2022 Q2	$263K	Buy	+200	New	+$251K	0.22%	29

Other funds holding MTD

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Heirloom Wealth Management's MTD Position: Q2 2022 in Review

Heirloom Wealth Management opened a new position in Mettler-Toledo International (MTD) in Q2 2022: 200 shares worth $263K. The stake represents 0.22% of the portfolio and ranks #29 among its holdings.

729 funds tracked by Wall St. Rank hold MTD as of Q2 2022.

Heirloom Wealth Management held 200 shares of Mettler-Toledo International worth $263K as of Q2 2022.
Mettler-Toledo International was a new Heirloom Wealth Management position in Q2 2022.
Mettler-Toledo International made up 0.22% of Heirloom Wealth Management's portfolio in Q2 2022, its #29 holding.
729 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2022.

Based on Heirloom Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.