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

Modera 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
2022
Q2 		– Sell
-165
Closed -$227K – 356
2022
Q1 		$227K Sell
165
-116
-41% -$167K 0.01% 325
2021
Q4 		$476K Buy
+281
New +$425K 0.02% 292

Other funds holding MTD

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Modera Wealth Management's MTD Position: Q2 2022 in Review

Modera Wealth Management sold out of Mettler-Toledo International (MTD) in Q2 2022, closing a stake of 165 shares — an estimated $227K sold.

Modera Wealth Management first reported a position in MTD in Q4 2021 and held it in 2 quarters. The position peaked at $476K in Q4 2021. 729 funds tracked by Wall St. Rank hold MTD as of Q2 2022.

  • Modera Wealth Management reported no remaining Mettler-Toledo International position as of Q2 2022 after selling out during the quarter.
  • Modera Wealth Management sold 165 Mettler-Toledo International shares in Q2 2022, an estimated $227K.
  • Modera Wealth Management first reported a position in Mettler-Toledo International in Q4 2021 and held it in 2 quarters.
  • Modera Wealth Management's Mettler-Toledo International position peaked at $476K in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2022.

Based on Modera Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.