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

San Luis 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
2022
Q2 		– Sell
-35
Closed -$59K – 300
2022
Q1 		$59K Buy
+35
New +$50.5K 0.03% 228

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

San Luis Wealth Advisors's MTD Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q2 2022, closing a stake of 35 shares — an estimated $59K sold.

San Luis Wealth Advisors first reported a position in MTD in Q1 2022 and held it in 1 quarter. The position peaked at $59K in Q1 2022. 729 funds tracked by Wall St. Rank hold MTD as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Mettler-Toledo International position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 35 Mettler-Toledo International shares in Q2 2022, an estimated $59K.
  • San Luis Wealth Advisors first reported a position in Mettler-Toledo International in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Mettler-Toledo International position peaked at $59K in Q1 2022.
  • 729 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.