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Resurgent Financial Advisors’s Ametek AME Stock Holding History

Resurgent Financial 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
2023
Q3 		– Sell
-199
Closed -$32.2K – 484
2023
Q2 		$32.2K Buy
199
+1
+0.5% +$146 0.02% 414
2023
Q1 		$28.8K Sell
198
-1
-0.5% -$142 0.02% 427
2022
Q4 		$27.8K Buy
+199
New +$26.4K 0.01% 549

Other funds holding AME

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Resurgent Financial Advisors's AME Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Ametek (AME) in Q3 2023, closing a stake of 199 shares — an estimated $32.2K sold.

Resurgent Financial Advisors first reported a position in AME in Q4 2022 and held it in 3 quarters. The position peaked at $32.2K in Q2 2023. 810 funds tracked by Wall St. Rank hold AME as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Ametek position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 199 Ametek shares in Q3 2023, an estimated $32.2K.
  • Resurgent Financial Advisors first reported a position in Ametek in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Ametek position peaked at $32.2K in Q2 2023.
  • 810 funds tracked by Wall St. Rank held Ametek as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.