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Liberty Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-10
Closed -$15K – 753
2021
Q3 		$15K Buy
10
+5
+100% +$7.53K 0.01% 721
2021
Q2 		$7K Hold
5
– – ﹤0.01% 727
2021
Q1 		$5K Hold
5
– – ﹤0.01% 700
2020
Q4 		$5K Sell
5
-2
-29% -$2.19K ﹤0.01% 695
2020
Q3 		$7K Buy
7
+1
+17% +$928 ﹤0.01% 576
2020
Q2 		$5K Sell
6
-1
-14% -$744 ﹤0.01% 616
2020
Q1 		$5K Buy
7
+1
+17% +$746 ﹤0.01% 582
2019
Q4 		$5K Hold
6
– – ﹤0.01% 675
2019
Q3 		$4K Sell
6
-5
-45% -$3.67K ﹤0.01% 678
2019
Q2 		$9K Hold
11
– – 0.01% 545
2019
Q1 		$7K Sell
11
-3
-21% -$1.95K 0.01% 494
2018
Q4 		$7K Buy
+14
New +$8.13K 0.01% 487

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return