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SYSTM Wealth Solutions’s Ametek AME Stock Holding History

SYSTM Wealth 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
Q2 		– Sell
-5,068
Closed -$927K – 675
2024
Q1 		$927K Sell
5,068
-554
-10% -$95.4K 0.12% 211
2023
Q4 		$927K Buy
5,622
+6
+0.1% +$915 0.13% 205
2023
Q3 		$830K Sell
5,616
-316
-5% -$49.4K 0.13% 209
2023
Q2 		$960K Buy
5,932
+50
+0.9% +$7.3K 0.13% 209
2023
Q1 		$855K Buy
5,882
+468
+9% +$66.5K 0.13% 194
2022
Q4 		$756K Buy
+5,414
New +$718K 0.09% 269

Other funds holding AME

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's AME Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Ametek (AME) in Q2 2024, closing a stake of 5,068 shares — an estimated $927K sold.

SYSTM Wealth Solutions first reported a position in AME in Q4 2022 and held it in 6 quarters. The position peaked at $960K in Q2 2023. 895 funds tracked by Wall St. Rank hold AME as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Ametek position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,068 Ametek shares in Q2 2024, an estimated $927K.
  • SYSTM Wealth Solutions first reported a position in Ametek in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Ametek position peaked at $960K in Q2 2023.
  • 895 funds tracked by Wall St. Rank held Ametek as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.