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RMR Wealth Builders’s Mettler-Toledo International MTD Stock Holding History

RMR Wealth Builders’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
2023
Q2 		– Sell
-132
Closed -$202K – 216
2023
Q1 		$202K Buy
+132
New +$198K 0.04% 201
2021
Q2 		– Sell
-74
Closed -$86K – 491
2021
Q1 		$86K Hold
74
– – 0.02% 289
2020
Q4 		$84K Buy
+74
New +$81.1K 0.04% 217
2020
Q3 		– Sell
-58
Closed -$47K – 378
2020
Q2 		$47K Buy
+58
New +$43.1K 0.04% 230
2019
Q4 		$46K Buy
+58
New +$41.9K 0.04% 236

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

RMR Wealth Builders's MTD Position: Q2 2023 in Review

RMR Wealth Builders sold out of Mettler-Toledo International (MTD) in Q2 2023, closing a stake of 132 shares — an estimated $202K sold.

RMR Wealth Builders first reported a position in MTD in Q4 2019 and held it in 5 quarters. The position peaked at $202K in Q1 2023. 760 funds tracked by Wall St. Rank hold MTD as of Q2 2023.

  • RMR Wealth Builders reported no remaining Mettler-Toledo International position as of Q2 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 132 Mettler-Toledo International shares in Q2 2023, an estimated $202K.
  • RMR Wealth Builders first reported a position in Mettler-Toledo International in Q4 2019 and held it in 5 quarters.
  • RMR Wealth Builders's Mettler-Toledo International position peaked at $202K in Q1 2023.
  • 760 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2023.

Based on RMR Wealth Builders's 13F filing for Q2 2023, filed 21 Jul 2023.