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High Net Worth Advisory Group’s Mettler-Toledo International MTD Stock Holding History

High Net Worth Advisory Group’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
Q3 		– Sell
-10
Closed -$11K – 709
2022
Q2 		$11K Buy
+10
New +$12.6K ﹤0.01% 519

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

High Net Worth Advisory Group's MTD Position: Q3 2022 in Review

High Net Worth Advisory Group sold out of Mettler-Toledo International (MTD) in Q3 2022, closing a stake of 10 shares — an estimated $11K sold.

High Net Worth Advisory Group first reported a position in MTD in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 710 funds tracked by Wall St. Rank hold MTD as of Q3 2022.

  • High Net Worth Advisory Group reported no remaining Mettler-Toledo International position as of Q3 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 10 Mettler-Toledo International shares in Q3 2022, an estimated $11K.
  • High Net Worth Advisory Group first reported a position in Mettler-Toledo International in Q2 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's Mettler-Toledo International position peaked at $11K in Q2 2022.
  • 710 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2022.

Based on High Net Worth Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.