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Outlook Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

Outlook Wealth Advisors’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
2024
Q2 		– Sell
-262
Closed -$349K – 279
2024
Q1 		$349K Buy
262
+48
+22% +$59.2K 0.11% 185
2023
Q4 		$260K Buy
+214
New +$231K 0.09% 186

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Outlook Wealth Advisors's MTD Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q2 2024, closing a stake of 262 shares — an estimated $349K sold.

Outlook Wealth Advisors first reported a position in MTD in Q4 2023 and held it in 2 quarters. The position peaked at $349K in Q1 2024. 791 funds tracked by Wall St. Rank hold MTD as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining Mettler-Toledo International position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 262 Mettler-Toledo International shares in Q2 2024, an estimated $349K.
  • Outlook Wealth Advisors first reported a position in Mettler-Toledo International in Q4 2023 and held it in 2 quarters.
  • Outlook Wealth Advisors's Mettler-Toledo International position peaked at $349K in Q1 2024.
  • 791 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.