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MPS Loria Financial Planners’s Ametek AME Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-580
Closed -$74K – 113
2021
Q1 		$74K Sell
580
-1
-0.2% -$121 0.03% 134
2020
Q4 		$69K Buy
581
+20
+4% +$2.25K 0.03% 139
2020
Q3 		$56K Hold
561
– – 0.03% 139
2020
Q2 		$50K Buy
+561
New +$47.1K 0.03% 143
2017
Q3 		– Sell
-555
Closed -$35K – 84
2017
Q2 		$35K Buy
+555
New +$32.7K 0.02% 178

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's AME Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Ametek (AME) in Q2 2021, closing a stake of 580 shares — an estimated $74K sold.

MPS Loria Financial Planners first reported a position in AME in Q2 2017 and held it in 5 quarters. The position peaked at $74K in Q1 2021. 721 funds tracked by Wall St. Rank hold AME as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Ametek position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 580 Ametek shares in Q2 2021, an estimated $74K.
  • MPS Loria Financial Planners first reported a position in Ametek in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Ametek position peaked at $74K in Q1 2021.
  • 721 funds tracked by Wall St. Rank held Ametek as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.