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Regent Peak Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-7
Closed -$8K – 667
2020
Q4 		$8K Buy
+7
New +$7.68K ﹤0.01% 590

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q1 2021, closing a stake of 7 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in MTD in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 689 funds tracked by Wall St. Rank hold MTD as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Mettler-Toledo International position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 7 Mettler-Toledo International shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in Mettler-Toledo International in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Mettler-Toledo International position peaked at $8K in Q4 2020.
  • 689 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2021.

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