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Ropes Wealth Advisors’s Ametek AME Stock Holding History

Ropes 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
2023
Q3 		$405K Buy
2,740
+1
+0% +$156 0.08% 178
2023
Q2 		$443K Buy
+2,739
New +$400K 0.07% 182
2021
Q1 		– Sell
-5
Closed -$1K – 276
2020
Q4 		$1K Buy
+5
New +$563 ﹤0.01% 684

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

Ropes Wealth Advisors's AME Position: Q3 2023 in Review

Ropes Wealth Advisors increased its Ametek (AME) stake by 0.04% in Q3 2023, buying an estimated $156 and bringing the position to 2,740 shares worth $405K. The position accounts for 0.08% of the portfolio, ranked #178.

Ropes Wealth Advisors first reported a position in AME in Q4 2020 and has held it in 3 quarters since. The position peaked at $443K in Q2 2023. 810 funds tracked by Wall St. Rank hold AME as of Q3 2023.

  • Ropes Wealth Advisors held 2,740 shares of Ametek worth $405K as of Q3 2023.
  • Ropes Wealth Advisors bought 1 Ametek share in Q3 2023, an estimated $156.
  • Ametek made up 0.08% of Ropes Wealth Advisors's portfolio in Q3 2023, its #178 holding.
  • Ropes Wealth Advisors first reported a position in Ametek in Q4 2020 and has held it in 3 quarters since.
  • Ropes Wealth Advisors's Ametek position peaked at $443K in Q2 2023.
  • 810 funds tracked by Wall St. Rank held Ametek as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.