Patriot Financial Group Insurance Agency’s Mettler-Toledo International MTD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-5	Closed	-$6K	–	1362
2022 Q2	$6K	Hold	5	–	–	﹤0.01%	1434
2022 Q1	$7K	Hold	5	–	–	﹤0.01%	1503
2021 Q4	$8K	Buy	+5	New	+$7.56K	﹤0.01%	1574
2020 Q4	–	Sell	-1	Closed	-$1K	–	1940
2020 Q3	$1K	Hold	1	–	–	﹤0.01%	1574
2020 Q2	$1K	Hold	1	–	–	﹤0.01%	1546
2020 Q1	$1K	Buy	+1	New	+$746	﹤0.01%	1464
2018 Q2	–	Sell	-5	Closed	-$3K	–	803
2018 Q1	$3K	Sell	5 -2	-29%	-$1.26K	﹤0.01%	833
2017 Q4	$4K	Hold	7	–	–	﹤0.01%	779
2017 Q3	$5K	Hold	7	–	–	﹤0.01%	702
2017 Q2	$4K	Hold	7	–	–	﹤0.01%	726
2017 Q1	$3K	Hold	7	–	–	﹤0.01%	715
2016 Q4	$3K	Buy	+7	New	+$2.91K	﹤0.01%	646

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MTD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Mettler-Toledo International (MTD) in Q3 2022, closing a stake of 5 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in MTD in Q4 2016 and held it in 12 quarters. The position peaked at $8K in Q4 2021. 710 funds tracked by Wall St. Rank hold MTD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Mettler-Toledo International position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5 Mettler-Toledo International shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in Mettler-Toledo International in Q4 2016 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Mettler-Toledo International position peaked at $8K in Q4 2021.
710 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.