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JNBA Financial Advisors’s Mettler-Toledo International MTD Stock Holding History

JNBA Financial Advisors’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
Q1 		– Sell
-2
Closed -$3K – 786
2021
Q4 		$3K Buy
+2
New +$3.02K ﹤0.01% 700
2017
Q1 		– Sell
-20
Closed -$8K – 482
2016
Q4 		$8K Sell
20
-57
-74% -$23.7K ﹤0.01% 379
2016
Q3 		$32K Buy
77
+57
+285% +$22.6K ﹤0.01% 656
2016
Q2 		$7K Hold
20
– – ﹤0.01% 373
2016
Q1 		$7K Hold
20
– – ﹤0.01% 391
2015
Q4 		$7K Hold
20
– – ﹤0.01% 375
2015
Q3 		$6K Hold
20
– – ﹤0.01% 395
2015
Q2 		$7K Hold
20
– – ﹤0.01% 380
2015
Q1 		$7K Hold
20
– – ﹤0.01% 388
2014
Q4 		$6K Hold
20
– – ﹤0.01% 401
2014
Q3 		$5K Buy
+20
New +$5.25K ﹤0.01% 440

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

JNBA Financial Advisors's MTD Position: Q1 2022 in Review

JNBA Financial Advisors sold out of Mettler-Toledo International (MTD) in Q1 2022, closing a stake of 2 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in MTD in Q3 2014 and held it in 11 quarters. The position peaked at $32K in Q3 2016. 738 funds tracked by Wall St. Rank hold MTD as of Q1 2022.

  • JNBA Financial Advisors reported no remaining Mettler-Toledo International position as of Q1 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 2 Mettler-Toledo International shares in Q1 2022, an estimated $3K.
  • JNBA Financial Advisors first reported a position in Mettler-Toledo International in Q3 2014 and held it in 11 quarters.
  • JNBA Financial Advisors's Mettler-Toledo International position peaked at $32K in Q3 2016.
  • 738 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.