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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return