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Summit Wealth Group’s Mettler-Toledo International MTD Stock Holding History

Summit Wealth Group’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
2023
Q2 		– Sell
-44,376
Closed – – 194
2023
Q1 		$0 Buy
+44,376
New +$66.7M ﹤0.01% 224

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Summit Wealth Group's MTD Position: Q2 2023 in Review

Summit Wealth Group sold out of Mettler-Toledo International (MTD) in Q2 2023, closing a stake of 44,376 shares.

Summit Wealth Group first reported a position in MTD in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 759 funds tracked by Wall St. Rank hold MTD as of Q2 2023.

  • Summit Wealth Group reported no remaining Mettler-Toledo International position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 44,376 Mettler-Toledo International shares in Q2 2023.
  • Summit Wealth Group first reported a position in Mettler-Toledo International in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Mettler-Toledo International position peaked at $0 in Q1 2023.
  • 759 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.