TCI Wealth Advisors’s Ametek AME Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-157	Closed	-$22.8K	–	297
2023 Q1	$22.8K	Hold	157	–	–	﹤0.01%	653
2022 Q4	$21.9K	Sell	157 -1	-0.6%	-$133	﹤0.01%	656
2022 Q3	$18K	Buy	158 +5	+3%	+$599	﹤0.01%	696
2022 Q2	$17K	Buy	153 +93	+155%	+$11.3K	﹤0.01%	696
2022 Q1	$8K	Sell	60 -23	-28%	-$3.09K	﹤0.01%	1224
2021 Q4	$12K	Sell	83 -1	-1%	-$137	﹤0.01%	1007
2021 Q3	$10K	Buy	84 +14	+20%	+$1.88K	﹤0.01%	1081
2021 Q2	$9K	Buy	70 +13	+23%	+$1.74K	﹤0.01%	1009
2021 Q1	$7K	Buy	57 +45	+375%	+$5.43K	﹤0.01%	1026
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1324
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	1252
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	1193
2020 Q1	$1K	Buy	+12	New	+$1.08K	﹤0.01%	1173

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TCI Wealth Advisors's AME Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ametek (AME) in Q2 2023, closing a stake of 157 shares — an estimated $22.8K sold.

TCI Wealth Advisors first reported a position in AME in Q1 2020 and held it in 13 quarters. The position peaked at $22.8K in Q1 2023. 820 funds tracked by Wall St. Rank hold AME as of Q2 2023.

TCI Wealth Advisors reported no remaining Ametek position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 157 Ametek shares in Q2 2023, an estimated $22.8K.
TCI Wealth Advisors first reported a position in Ametek in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Ametek position peaked at $22.8K in Q1 2023.
820 funds tracked by Wall St. Rank held Ametek as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.