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Personal Wealth Partners’s Mettler-Toledo International MTD Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-2
Closed -$3K – 277
2021
Q2 		$3K Buy
+2
New +$2.58K ﹤0.01% 365
2020
Q1 		– Sell
-2
Closed -$2K – 400
2019
Q4 		$2K Hold
2
– – ﹤0.01% 358
2019
Q3 		$1K Buy
+2
New +$1.47K ﹤0.01% 456

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Personal Wealth Partners's MTD Position: Q3 2021 in Review

Personal Wealth Partners sold out of Mettler-Toledo International (MTD) in Q3 2021, closing a stake of 2 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in MTD in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 721 funds tracked by Wall St. Rank hold MTD as of Q3 2021.

  • Personal Wealth Partners reported no remaining Mettler-Toledo International position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 2 Mettler-Toledo International shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in Mettler-Toledo International in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Mettler-Toledo International position peaked at $3K in Q2 2021.
  • 721 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.