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TCI Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

TCI Wealth Advisors’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
-16
Closed -$24.5K – 1449
2023
Q1 		$24.5K Hold
16
– – ﹤0.01% 631
2022
Q4 		$23.1K Hold
16
– – ﹤0.01% 629
2022
Q3 		$17K Buy
16
+1
+7% +$1.24K ﹤0.01% 732
2022
Q2 		$17K Sell
15
-7
-32% -$8.79K ﹤0.01% 710
2022
Q1 		$30K Hold
22
– – ﹤0.01% 539
2021
Q4 		$37K Sell
22
-3
-12% -$4.54K 0.01% 480
2021
Q3 		$34K Buy
25
+1
+4% +$1.5K 0.01% 508
2021
Q2 		$33K Buy
24
+8
+50% +$10.3K 0.01% 498
2021
Q1 		$18K Buy
16
+3
+23% +$3.48K 0.01% 608
2020
Q4 		$15K Buy
13
+1
+8% +$1.1K 0.01% 557
2020
Q3 		$12K Buy
12
+3
+33% +$2.78K ﹤0.01% 544
2020
Q2 		$7K Sell
9
-2
-18% -$1.49K ﹤0.01% 662
2020
Q1 		$8K Buy
11
+1
+10% +$746 ﹤0.01% 619
2019
Q4 		$8K Hold
10
– – ﹤0.01% 754
2019
Q3 		$7K Hold
10
– – ﹤0.01% 732
2019
Q2 		$8K Hold
10
– – ﹤0.01% 672
2019
Q1 		$7K Sell
10
-3
-23% -$1.95K ﹤0.01% 706
2018
Q4 		$7K Buy
13
+1
+8% +$581 ﹤0.01% 708
2018
Q3 		$7K Buy
12
+3
+33% +$1.76K ﹤0.01% 714
2018
Q2 		$5K Buy
+9
New +$5.13K ﹤0.01% 785

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q2 2023, closing a stake of 16 shares — an estimated $24.5K sold.

TCI Wealth Advisors first reported a position in MTD in Q2 2018 and held it in 20 quarters. The position peaked at $37K in Q4 2021. 760 funds tracked by Wall St. Rank hold MTD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Mettler-Toledo International position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 16 Mettler-Toledo International shares in Q2 2023, an estimated $24.5K.
  • TCI Wealth Advisors first reported a position in Mettler-Toledo International in Q2 2018 and held it in 20 quarters.
  • TCI Wealth Advisors's Mettler-Toledo International position peaked at $37K in Q4 2021.
  • 760 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2023.

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