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

Ropes 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
-83
Closed -$95K – 582
2020
Q4 		$95K Buy
83
+5
+6% +$5.48K 0.01% 323
2020
Q3 		$75K Buy
78
+32
+70% +$29.7K 0.01% 301
2020
Q2 		$37K Hold
46
– – 0.01% 336
2020
Q1 		$32K Hold
46
– – 0.01% 322
2019
Q4 		$36K Hold
46
– – 0.01% 361
2019
Q3 		$32K Buy
46
+29
+171% +$21.3K 0.01% 378
2019
Q2 		$14K Buy
+17
New +$12.8K ﹤0.01% 459

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

Ropes Wealth Advisors's MTD Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q1 2021, closing a stake of 83 shares — an estimated $95K sold.

Ropes Wealth Advisors first reported a position in MTD in Q2 2019 and held it in 7 quarters. The position peaked at $95K in Q4 2020. 689 funds tracked by Wall St. Rank hold MTD as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Mettler-Toledo International position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 83 Mettler-Toledo International shares in Q1 2021, an estimated $95K.
  • Ropes Wealth Advisors first reported a position in Mettler-Toledo International in Q2 2019 and held it in 7 quarters.
  • Ropes Wealth Advisors's Mettler-Toledo International position peaked at $95K in Q4 2020.
  • 689 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.