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New England Professional Planning Group’s Ametek AME Stock Holding History

New England Professional Planning Group’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
2024
Q1 		– Sell
-1,449
Closed -$239K – 55
2023
Q4 		$239K Hold
1,449
– – 0.14% 34
2023
Q3 		$214K Hold
1,449
– – 0.13% 35
2023
Q2 		$235K Hold
1,449
– – 0.14% 31
2023
Q1 		$201K Hold
1,449
– – 0.12% 35
2022
Q4 		$202K Buy
+1,449
New +$192K 0.11% 39
2022
Q1 		– Sell
-1,449
Closed -$209K – 44
2021
Q4 		$209K Buy
+1,449
New +$198K 0.13% 43

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New England Professional Planning Group's AME Position: Q1 2024 in Review

New England Professional Planning Group sold out of Ametek (AME) in Q1 2024, closing a stake of 1,449 shares — an estimated $239K sold.

New England Professional Planning Group first reported a position in AME in Q4 2021 and held it in 6 quarters. The position peaked at $239K in Q4 2023. 909 funds tracked by Wall St. Rank hold AME as of Q1 2024.

  • New England Professional Planning Group reported no remaining Ametek position as of Q1 2024 after selling out during the quarter.
  • New England Professional Planning Group sold 1,449 Ametek shares in Q1 2024, an estimated $239K.
  • New England Professional Planning Group first reported a position in Ametek in Q4 2021 and held it in 6 quarters.
  • New England Professional Planning Group's Ametek position peaked at $239K in Q4 2023.
  • 909 funds tracked by Wall St. Rank held Ametek as of Q1 2024.

Based on New England Professional Planning Group's 13F filing for Q1 2024, filed 12 Apr 2024.