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Trek Financial’s Mettler-Toledo International MTD Stock Holding History

Trek Financial’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
2021
Q2 		– Sell
-471
Closed -$544K – 243
2021
Q1 		$544K Buy
+471
New +$546K 0.06% 92

Other funds holding MTD

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trek Financial's MTD Position: Q2 2021 in Review

Trek Financial sold out of Mettler-Toledo International (MTD) in Q2 2021, closing a stake of 471 shares — an estimated $544K sold.

Trek Financial first reported a position in MTD in Q1 2021 and held it in 1 quarter. The position peaked at $544K in Q1 2021. 703 funds tracked by Wall St. Rank hold MTD as of Q2 2021.

  • Trek Financial reported no remaining Mettler-Toledo International position as of Q2 2021 after selling out during the quarter.
  • Trek Financial sold 471 Mettler-Toledo International shares in Q2 2021, an estimated $544K.
  • Trek Financial first reported a position in Mettler-Toledo International in Q1 2021 and held it in 1 quarter.
  • Trek Financial's Mettler-Toledo International position peaked at $544K in Q1 2021.
  • 703 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2021.

Based on Trek Financial's 13F filing for Q2 2021, filed 6 Aug 2021.