TFO Wealth Partners’s Ametek AME Stock Holding History

TFO Wealth Partners’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	-3	Closed	-$549	–	92
2024 Q1	$549	Hold	3	–	–	﹤0.01%	241
2023 Q4	$495	Sell	3 -1	-25%	-$152	﹤0.01%	332
2023 Q3	$648	Buy	4 +1	+33%	+$156	﹤0.01%	382
2023 Q2	$486	Hold	3	–	–	﹤0.01%	289
2023 Q1	$436	Sell	3 -202	-99%	-$28.7K	﹤0.01%	276
2022 Q4	$9.66K	Buy	+205	New	+$27.2K	﹤0.01%	118

Other funds holding AME

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFO Wealth Partners's AME Position: Q2 2024 in Review

TFO Wealth Partners sold out of Ametek (AME) in Q2 2024, closing a stake of 3 shares — an estimated $549 sold.

TFO Wealth Partners first reported a position in AME in Q4 2022 and held it in 6 quarters. The position peaked at $9.66K in Q4 2022. 895 funds tracked by Wall St. Rank hold AME as of Q2 2024.

TFO Wealth Partners reported no remaining Ametek position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 Ametek shares in Q2 2024, an estimated $549.
TFO Wealth Partners first reported a position in Ametek in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Ametek position peaked at $9.66K in Q4 2022.
895 funds tracked by Wall St. Rank held Ametek as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.