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Steward Partners Investment Solutions’s Ametek AME Stock Holding History

Steward Partners Investment Solutions’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
Q1 		– Sell
-1,292
Closed -$213K – 258
2023
Q4 		$213K Buy
+1,292
New +$197K 0.09% 132

Other funds holding AME

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Partners Investment Solutions's AME Position: Q1 2024 in Review

Steward Partners Investment Solutions sold out of Ametek (AME) in Q1 2024, closing a stake of 1,292 shares — an estimated $213K sold.

Steward Partners Investment Solutions first reported a position in AME in Q4 2023 and held it in 1 quarter. The position peaked at $213K in Q4 2023. 908 funds tracked by Wall St. Rank hold AME as of Q1 2024.

  • Steward Partners Investment Solutions reported no remaining Ametek position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Solutions sold 1,292 Ametek shares in Q1 2024, an estimated $213K.
  • Steward Partners Investment Solutions first reported a position in Ametek in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Solutions's Ametek position peaked at $213K in Q4 2023.
  • 908 funds tracked by Wall St. Rank held Ametek as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.