Sowell Financial Services’s Mettler-Toledo International MTD Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-192	Closed	-$249K	–	1905
2021 Q1	$249K	Buy	192 +38	+25%	+$44K	0.01%	928
2020 Q4	$176K	Buy	154 +14	+10%	+$15.4K	0.01%	902
2020 Q3	$135K	Sell	140 -86	-38%	-$79.8K	0.01%	870
2020 Q2	$182K	Sell	226 -278	-55%	-$207K	0.01%	754
2020 Q1	$348K	Sell	504 -214	-30%	-$160K	0.03%	498
2019 Q4	$570K	Buy	718 +64	+10%	+$46.2K	0.04%	414
2019 Q3	$461K	Buy	+654	New	+$480K	0.04%	438
2017 Q1	–	Sell	-12	Closed	-$6K	–	456
2016 Q4	$6K	Buy	+12	New	+$5K	﹤0.01%	524

Other funds holding MTD

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return