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IBEX Wealth Advisors’s Ametek AME Stock Holding History

IBEX Wealth Advisors’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
2022
Q1 		– Sell
-1,503
Closed -$221K – 174
2021
Q4 		$221K Hold
1,503
– – 0.04% 167
2021
Q3 		$186K Hold
1,503
– – 0.04% 181
2021
Q2 		$201K Buy
+1,503
New +$201K 0.04% 173
2019
Q3 		– Sell
-573
Closed -$52K – 103
2019
Q2 		$52K Buy
+573
New +$49.1K 0.02% 222

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

IBEX Wealth Advisors's AME Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of Ametek (AME) in Q1 2022, closing a stake of 1,503 shares — an estimated $221K sold.

IBEX Wealth Advisors first reported a position in AME in Q2 2019 and held it in 4 quarters. The position peaked at $221K in Q4 2021. 752 funds tracked by Wall St. Rank hold AME as of Q1 2022.

  • IBEX Wealth Advisors reported no remaining Ametek position as of Q1 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,503 Ametek shares in Q1 2022, an estimated $221K.
  • IBEX Wealth Advisors first reported a position in Ametek in Q2 2019 and held it in 4 quarters.
  • IBEX Wealth Advisors's Ametek position peaked at $221K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Ametek as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.