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

ICA Group 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
Q4 		– Sell
-245
Closed -$266K – 1330
2022
Q3 		$266K Buy
245
+7
+3% +$8.7K 0.06% 285
2022
Q2 		$317K Buy
238
+5
+2% +$6.28K 0.06% 270
2022
Q1 		$304K Buy
+233
New +$336K 0.06% 277

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ICA Group Wealth Management's MTD Position: Q4 2022 in Review

ICA Group Wealth Management sold out of Mettler-Toledo International (MTD) in Q4 2022, closing a stake of 245 shares — an estimated $266K sold.

ICA Group Wealth Management first reported a position in MTD in Q1 2022 and held it in 3 quarters. The position peaked at $317K in Q2 2022. 739 funds tracked by Wall St. Rank hold MTD as of Q4 2022.

  • ICA Group Wealth Management reported no remaining Mettler-Toledo International position as of Q4 2022 after selling out during the quarter.
  • ICA Group Wealth Management sold 245 Mettler-Toledo International shares in Q4 2022, an estimated $266K.
  • ICA Group Wealth Management first reported a position in Mettler-Toledo International in Q1 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's Mettler-Toledo International position peaked at $317K in Q2 2022.
  • 739 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2022.

Based on ICA Group Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.