LWM
AME icon

Liberty Wealth Management’s Ametek AME Stock Holding History

Liberty Wealth Management’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
2021
Q1 		– Sell
-2
Closed – – 924
2020
Q4 		$0 Buy
+2
New +$225 ﹤0.01% 933
2020
Q1 		– Sell
-447
Closed -$45K – 880
2019
Q4 		$45K Sell
447
-6
-1% -$569 0.04% 262
2019
Q3 		$42K Sell
453
-25
-5% -$2.21K 0.04% 256
2019
Q2 		$43K Sell
478
-15
-3% -$1.28K 0.04% 269
2019
Q1 		$40K Buy
+493
New +$37.5K 0.03% 226

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's AME Position: Q1 2021 in Review

Liberty Wealth Management sold out of Ametek (AME) in Q1 2021, closing a stake of 2 shares.

Liberty Wealth Management first reported a position in AME in Q1 2019 and held it in 5 quarters. The position peaked at $45K in Q4 2019. 694 funds tracked by Wall St. Rank hold AME as of Q1 2021.

  • Liberty Wealth Management reported no remaining Ametek position as of Q1 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2 Ametek shares in Q1 2021.
  • Liberty Wealth Management first reported a position in Ametek in Q1 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Ametek position peaked at $45K in Q4 2019.
  • 694 funds tracked by Wall St. Rank held Ametek as of Q1 2021.

Based on Liberty Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.