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Independent Advisor Alliance’s Mettler-Toledo International MTD Stock Holding History

Independent Advisor Alliance’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
2023
Q3 		– Sell
-667
Closed -$875K – 685
2023
Q2 		$875K Buy
667
+3
+0.5% +$4.22K 0.04% 321
2023
Q1 		$1.02M Buy
+664
New +$997K 0.05% 286

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Independent Advisor Alliance's MTD Position: Q3 2023 in Review

Independent Advisor Alliance sold out of Mettler-Toledo International (MTD) in Q3 2023, closing a stake of 667 shares — an estimated $875K sold.

Independent Advisor Alliance first reported a position in MTD in Q1 2023 and held it in 2 quarters. The position peaked at $1.02M in Q1 2023. 733 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

  • Independent Advisor Alliance reported no remaining Mettler-Toledo International position as of Q3 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 667 Mettler-Toledo International shares in Q3 2023, an estimated $875K.
  • Independent Advisor Alliance first reported a position in Mettler-Toledo International in Q1 2023 and held it in 2 quarters.
  • Independent Advisor Alliance's Mettler-Toledo International position peaked at $1.02M in Q1 2023.
  • 733 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

Based on Independent Advisor Alliance's 13F filing for Q3 2023, filed 24 Oct 2023.