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Outlook Wealth Advisors’s Ametek AME Stock Holding History

Outlook Wealth Advisors’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
Q4 		– Sell
-1,902
Closed -$327K – 250
2024
Q3 		$327K Buy
1,902
+183
+11% +$30.5K 0.09% 211
2024
Q2 		$287K Sell
1,719
-1
-0.1% -$173 0.09% 221
2024
Q1 		$315K Buy
1,720
+347
+25% +$59.8K 0.1% 202
2023
Q4 		$226K Buy
+1,373
New +$209K 0.08% 213

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Outlook Wealth Advisors's AME Position: Q4 2024 in Review

Outlook Wealth Advisors sold out of Ametek (AME) in Q4 2024, closing a stake of 1,902 shares — an estimated $327K sold.

Outlook Wealth Advisors first reported a position in AME in Q4 2023 and held it in 4 quarters. The position peaked at $327K in Q3 2024. 989 funds tracked by Wall St. Rank hold AME as of Q4 2024.

  • Outlook Wealth Advisors reported no remaining Ametek position as of Q4 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,902 Ametek shares in Q4 2024, an estimated $327K.
  • Outlook Wealth Advisors first reported a position in Ametek in Q4 2023 and held it in 4 quarters.
  • Outlook Wealth Advisors's Ametek position peaked at $327K in Q3 2024.
  • 989 funds tracked by Wall St. Rank held Ametek as of Q4 2024.

Based on Outlook Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.