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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Liberty Wealth Management's MTD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Mettler-Toledo International (MTD) in Q4 2021, closing a stake of 10 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in MTD in Q4 2018 and held it in 12 quarters. The position peaked at $15K in Q3 2021. 774 funds tracked by Wall St. Rank hold MTD as of Q4 2021.

Liberty Wealth Management reported no remaining Mettler-Toledo International position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 10 Mettler-Toledo International shares in Q4 2021, an estimated $15K.
Liberty Wealth Management first reported a position in Mettler-Toledo International in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Mettler-Toledo International position peaked at $15K in Q3 2021.
774 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.