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Plante Moran Financial Advisors’s Mettler-Toledo International MTD Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-4
Closed -$5K – 998
2022
Q2 		$5K Buy
+4
New +$5.03K ﹤0.01% 719
2022
Q1 		– Sell
-5
Closed -$8K – 933
2021
Q4 		$8K Buy
+5
New +$7.56K ﹤0.01% 729

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Plante Moran Financial Advisors's MTD Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Mettler-Toledo International (MTD) in Q3 2022, closing a stake of 4 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in MTD in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 710 funds tracked by Wall St. Rank hold MTD as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Mettler-Toledo International position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 4 Mettler-Toledo International shares in Q3 2022, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Mettler-Toledo International in Q4 2021 and held it in 2 quarters.
  • Plante Moran Financial Advisors'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 Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.