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Sowa Financial Group’s Ametek AME Stock Holding History

Sowa Financial Group’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
2021
Q1 		– Sell
-80
Closed -$10K – 80
2020
Q4 		$10K Buy
+80
New +$9.01K 0.01% 232
2020
Q3 		– Sell
-80
Closed -$7K – 233
2020
Q2 		$7K Hold
80
– – 0.01% 244
2020
Q1 		$6K Hold
80
– – 0.01% 234
2019
Q4 		$8K Buy
+80
New +$7.58K 0.01% 230

Other funds holding AME

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowa Financial Group's AME Position: Q1 2021 in Review

Sowa Financial Group sold out of Ametek (AME) in Q1 2021, closing a stake of 80 shares — an estimated $10K sold.

Sowa Financial Group first reported a position in AME in Q4 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 694 funds tracked by Wall St. Rank hold AME as of Q1 2021.

  • Sowa Financial Group reported no remaining Ametek position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 80 Ametek shares in Q1 2021, an estimated $10K.
  • Sowa Financial Group first reported a position in Ametek in Q4 2019 and held it in 4 quarters.
  • Sowa Financial Group's Ametek position peaked at $10K in Q4 2020.
  • 694 funds tracked by Wall St. Rank held Ametek as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.