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Kingswood Wealth Advisors’s Ametek AME Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-1,938
Closed -$333K – 795
2024
Q3 		$333K Buy
1,938
+60
+3% +$10K 0.02% 552
2024
Q2 		$313K Sell
1,878
-308
-14% -$53.2K 0.03% 505
2024
Q1 		$400K Buy
2,186
+312
+17% +$53.7K 0.05% 399
2023
Q4 		$309K Buy
+1,874
New +$286K 0.04% 468

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kingswood Wealth Advisors's AME Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Ametek (AME) in Q4 2024, closing a stake of 1,938 shares — an estimated $333K sold.

Kingswood Wealth Advisors first reported a position in AME in Q4 2023 and held it in 4 quarters. The position peaked at $400K in Q1 2024. 989 funds tracked by Wall St. Rank hold AME as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Ametek position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,938 Ametek shares in Q4 2024, an estimated $333K.
  • Kingswood Wealth Advisors first reported a position in Ametek in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Ametek position peaked at $400K in Q1 2024.
  • 989 funds tracked by Wall St. Rank held Ametek as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.