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Rockwood Wealth Management’s Ametek AME Stock Holding History

Rockwood Wealth Management’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
2022
Q1 		– Sell
-2,651
Closed -$390K – 78
2021
Q4 		$390K Buy
+2,651
New +$363K 0.17% 70

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Rockwood Wealth Management's AME Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Ametek (AME) in Q1 2022, closing a stake of 2,651 shares — an estimated $390K sold.

Rockwood Wealth Management first reported a position in AME in Q4 2021 and held it in 1 quarter. The position peaked at $390K in Q4 2021. 752 funds tracked by Wall St. Rank hold AME as of Q1 2022.

  • Rockwood Wealth Management reported no remaining Ametek position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 2,651 Ametek shares in Q1 2022, an estimated $390K.
  • Rockwood Wealth Management first reported a position in Ametek in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's Ametek position peaked at $390K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Ametek as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.