SOA Wealth Advisors’s Ametek AME Stock Holding History

SOA 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
2025 Q2	–	Sell	-13	Closed	-$2.24K	–	881
2025 Q1	$2.24K	Hold	13	–	–	﹤0.01%	691
2024 Q4	$2.34K	Hold	13	–	–	﹤0.01%	675
2024 Q3	$2.23K	Hold	13	–	–	﹤0.01%	661
2024 Q2	$2.17K	Hold	13	–	–	﹤0.01%	664
2024 Q1	$2.38K	Hold	13	–	–	﹤0.01%	691
2023 Q4	$2.14K	Hold	13	–	–	﹤0.01%	691
2023 Q3	$1.92K	Hold	13	–	–	﹤0.01%	720
2023 Q2	$2.1K	Hold	13	–	–	﹤0.01%	721
2023 Q1	$1.89K	Hold	13	–	–	﹤0.01%	734
2022 Q4	$1.82K	Hold	13	–	–	﹤0.01%	746
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	742
2022 Q2	$1K	Sell	13 -2	-13%	-$243	﹤0.01%	730
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	832
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	760
2021 Q3	$1K	Sell	15 -36	-71%	-$4.84K	﹤0.01%	817
2021 Q2	$6K	Sell	51 -91	-64%	-$12.2K	﹤0.01%	637
2021 Q1	$18K	Buy	142 +69	+95%	+$8.33K	0.01%	419
2020 Q4	$8K	Buy	+73	New	+$8.22K	﹤0.01%	541

Other funds holding AME

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

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 $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Flossbach Von Storch

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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