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Heritage Wealth Management (Arizona)’s Ametek AME Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		– Sell
-54
Closed -$7K – 886
2021
Q2 		$7K Sell
54
-502
-90% -$67.2K ﹤0.01% 696
2021
Q1 		$71K Buy
+556
New +$67.1K 0.04% 308

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AME Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of Ametek (AME) in Q3 2021, closing a stake of 54 shares — an estimated $7K sold.

Heritage Wealth Management (Arizona) first reported a position in AME in Q1 2021 and held it in 2 quarters. The position peaked at $71K in Q1 2021. 716 funds tracked by Wall St. Rank hold AME as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Ametek position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 54 Ametek shares in Q3 2021, an estimated $7K.
  • Heritage Wealth Management (Arizona) first reported a position in Ametek in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Ametek position peaked at $71K in Q1 2021.
  • 716 funds tracked by Wall St. Rank held Ametek as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.