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Tradition Wealth Management’s Ametek AME Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-557
Closed -$92K – 425
2023
Q4 		$92K Sell
557
-2
-0.4% -$305 0.01% 496
2023
Q3 		$83K Buy
559
+1
+0.2% +$156 0.01% 482
2023
Q2 		$90K Buy
558
+4
+0.7% +$584 0.01% 473
2023
Q1 		$81K Buy
554
+90
+19% +$12.8K 0.01% 498
2022
Q4 		$65K Buy
464
+1
+0.2% +$133 0.01% 473
2022
Q3 		$53K Buy
+463
New +$55.5K 0.01% 492

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's AME Position: Q1 2024 in Review

Tradition Wealth Management sold out of Ametek (AME) in Q1 2024, closing a stake of 557 shares — an estimated $92K sold.

Tradition Wealth Management first reported a position in AME in Q3 2022 and held it in 6 quarters. The position peaked at $92K in Q4 2023. 908 funds tracked by Wall St. Rank hold AME as of Q1 2024.

  • Tradition Wealth Management reported no remaining Ametek position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 557 Ametek shares in Q1 2024, an estimated $92K.
  • Tradition Wealth Management first reported a position in Ametek in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Ametek position peaked at $92K in Q4 2023.
  • 908 funds tracked by Wall St. Rank held Ametek as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.