Transform Wealth’s Ametek AME Stock Holding History

Transform Wealth’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	-2,759	Closed	-$455K	–	220
2023 Q4	$455K	Buy	+2,759	New	+$421K	0.04%	175

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Transform Wealth's AME Position: Q1 2024 in Review

Transform Wealth sold out of Ametek (AME) in Q1 2024, closing a stake of 2,759 shares — an estimated $455K sold.

Transform Wealth first reported a position in AME in Q4 2023 and held it in 1 quarter. The position peaked at $455K in Q4 2023. 908 funds tracked by Wall St. Rank hold AME as of Q1 2024.

Transform Wealth reported no remaining Ametek position as of Q1 2024 after selling out during the quarter.
Transform Wealth sold 2,759 Ametek shares in Q1 2024, an estimated $455K.
Transform Wealth first reported a position in Ametek in Q4 2023 and held it in 1 quarter.
Transform Wealth's Ametek position peaked at $455K in Q4 2023.
908 funds tracked by Wall St. Rank held Ametek as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.