Proficio Capital Partners’s Ametek AME Stock Holding History

Proficio Capital Partners’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
2025 Q3	–	Sell	-1,150	Closed	-$208K	–	231
2025 Q2	$208K	Buy	+1,150	New	+$198K	0.01%	413
2019 Q3	–	Sell	-321	Closed	-$29K	–	198
2019 Q2	$29K	Sell	321 -46	-13%	-$3.94K	0.01%	546
2019 Q1	$30K	Buy	367 +21	+6%	+$1.6K	0.01%	499
2018 Q4	$23K	Buy	346 +13	+4%	+$933	0.01%	496
2018 Q3	$26K	Sell	333 -11	-3%	-$842	0.01%	511
2018 Q2	$25K	Sell	344 -47	-12%	-$3.48K	0.01%	533
2018 Q1	$30K	Buy	391 +49	+14%	+$3.72K	0.01%	470
2017 Q4	$25K	Sell	342 -46	-12%	-$3.21K	0.01%	510
2017 Q3	$26K	Hold	388	–	–	0.01%	526
2017 Q2	$25K	Sell	388 -14	-3%	-$825	0.01%	542
2017 Q1	$25K	Buy	402 +24	+6%	+$1.27K	0.01%	548
2016 Q4	$18K	Buy	378 +216	+133%	+$10.2K	0.01%	469
2016 Q3	$8K	Hold	162	–	–	﹤0.01%	618
2016 Q2	$8K	Buy	162 +144	+800%	+$6.93K	0.01%	599
2016 Q1	$1K	Sell	18 -40	-69%	-$1.91K	﹤0.01%	828
2015 Q4	$3K	Buy	+58	New	+$3.18K	﹤0.01%	530

Other funds holding AME

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return