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SYSTM Wealth Solutions’s Mettler-Toledo International MTD Stock Holding History

SYSTM Wealth Solutions’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
Q4 		– Sell
-473
Closed -$524K – 1017
2023
Q3 		$524K Buy
473
+58
+14% +$71.1K 0.08% 280
2023
Q2 		$544K Buy
415
+137
+49% +$193K 0.07% 301
2023
Q1 		$425K Buy
278
+2
+0.7% +$3K 0.07% 323
2022
Q4 		$399K Buy
+276
New +$369K 0.05% 379

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

SYSTM Wealth Solutions's MTD Position: Q4 2023 in Review

SYSTM Wealth Solutions sold out of Mettler-Toledo International (MTD) in Q4 2023, closing a stake of 473 shares — an estimated $524K sold.

SYSTM Wealth Solutions first reported a position in MTD in Q4 2022 and held it in 4 quarters. The position peaked at $544K in Q2 2023. 764 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

  • SYSTM Wealth Solutions reported no remaining Mettler-Toledo International position as of Q4 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 473 Mettler-Toledo International shares in Q4 2023, an estimated $524K.
  • SYSTM Wealth Solutions first reported a position in Mettler-Toledo International in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Mettler-Toledo International position peaked at $544K in Q2 2023.
  • 764 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.