Simplicity Wealth’s Ametek AME Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-13,186	Closed	-$2.2M	–	519
2024 Q2	$2.2M	Sell	13,186 -393	-3%	-$67.9K	0.05%	337
2024 Q1	$2.48M	Buy	+13,579	New	+$2.34M	0.06%	308

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's AME Position: Q3 2024 in Review

Simplicity Wealth sold out of Ametek (AME) in Q3 2024, closing a stake of 13,186 shares — an estimated $2.2M sold.

Simplicity Wealth first reported a position in AME in Q1 2024 and held it in 2 quarters. The position peaked at $2.48M in Q1 2024. 911 funds tracked by Wall St. Rank hold AME as of Q3 2024.

Simplicity Wealth reported no remaining Ametek position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 13,186 Ametek shares in Q3 2024, an estimated $2.2M.
Simplicity Wealth first reported a position in Ametek in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Ametek position peaked at $2.48M in Q1 2024.
911 funds tracked by Wall St. Rank held Ametek as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.