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LWAM
Legacy Wealth Asset Management’s
Mettler-Toledo International
MTD
Stock Holding History
Legacy Wealth Asset Management’s Portfolio
MTD Stock Details
MTD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-205
Closed
-$273K
–
348
2024
Q1
$273K
Sell
205
-363
-64%
-$448K
0.08%
312
2023
Q4
$689K
Buy
568
+11
+2%
+$11.9K
0.23%
146
2023
Q3
$617K
Sell
557
-37
-6%
-$45.3K
0.23%
143
2023
Q2
$779K
Buy
594
+3
+0.5%
+$4.22K
0.27%
105
2023
Q1
$904K
Buy
591
+36
+6%
+$54.1K
0.33%
90
2022
Q4
$802K
Buy
555
+19
+4%
+$25.4K
0.31%
109
2022
Q3
$581K
Sell
536
-523
-49%
-$650K
0.25%
137
2022
Q2
$1.22M
Buy
1,059
+67
+7%
+$84.2K
0.49%
48
2022
Q1
$1.36M
Buy
992
+65
+7%
+$93.8K
0.48%
53
2021
Q4
$1.57M
Buy
927
+232
+33%
+$351K
0.53%
29
2021
Q3
$957K
Sell
695
-48
-6%
-$72.2K
0.44%
70
2021
Q2
$1.03M
Sell
743
-114
-13%
-$147K
0.46%
66
2021
Q1
$990K
Sell
857
-6
-0.7%
-$6.95K
0.46%
56
2020
Q4
$984K
Buy
+863
New
+$946K
0.5%
42
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$12.8B AUM
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1-Year Est. Return
Bank of New York Mellon
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$544B AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
Fiera Capital (Canada)
Montreal, Quebec, Canada
$29.2B AUM
20.16%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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