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Regent Peak Wealth Advisors’s Ametek AME Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-211
Closed -$26K – 193
2020
Q4 		$26K Buy
+211
New +$23.8K 0.01% 407

Other funds holding AME

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's AME Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Ametek (AME) in Q1 2021, closing a stake of 211 shares — an estimated $26K sold.

Regent Peak Wealth Advisors first reported a position in AME in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 694 funds tracked by Wall St. Rank hold AME as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Ametek position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 211 Ametek shares in Q1 2021, an estimated $26K.
  • Regent Peak Wealth Advisors first reported a position in Ametek in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Ametek position peaked at $26K in Q4 2020.
  • 694 funds tracked by Wall St. Rank held Ametek as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.