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OFW
Omnia Family Wealth’s
Ametek
AME
Stock Holding History
Omnia Family Wealth’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
2019
Q2
–
Sell
-24
Closed
-$2K
–
121
2019
Q1
$2K
Hold
24
–
–
﹤0.01%
437
2018
Q4
$2K
Hold
24
–
–
﹤0.01%
386
2018
Q3
$2K
Hold
24
–
–
﹤0.01%
416
2018
Q2
$2K
Hold
24
–
–
﹤0.01%
396
2018
Q1
$2K
Hold
24
–
–
﹤0.01%
408
2017
Q4
$2K
Hold
24
–
–
﹤0.01%
408
2017
Q3
$2K
Hold
24
–
–
﹤0.01%
425
2017
Q2
$1K
Hold
24
–
–
﹤0.01%
653
2017
Q1
$1K
Hold
24
–
–
﹤0.01%
653
2016
Q4
$1K
Buy
+24
New
+$1.14K
﹤0.01%
660
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$5.7T AUM
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1-Year Est. Return
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41.92%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
American Century Companies
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$194B AUM
35%
1-Year Est. Return
Boston Partners
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$95.5B AUM
28.4%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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