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TrinityPoint Wealth’s Mettler-Toledo International MTD Stock Holding History

TrinityPoint Wealth’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
-150
Closed -$230K – 285
2023
Q1 		$230K Buy
150
+3
+2% +$4.51K 0.05% 243
2022
Q4 		$212K Buy
+147
New +$197K 0.05% 257
2022
Q2 		– Sell
-217
Closed -$298K – 300
2022
Q1 		$298K Buy
217
+4
+2% +$5.77K 0.05% 247
2021
Q4 		$362K Buy
213
+8
+4% +$12.1K 0.06% 222
2021
Q3 		$282K Buy
+205
New +$309K 0.05% 251

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

TrinityPoint Wealth's MTD Position: Q2 2023 in Review

TrinityPoint Wealth sold out of Mettler-Toledo International (MTD) in Q2 2023, closing a stake of 150 shares — an estimated $230K sold.

TrinityPoint Wealth first reported a position in MTD in Q3 2021 and held it in 5 quarters. The position peaked at $362K in Q4 2021. 760 funds tracked by Wall St. Rank hold MTD as of Q2 2023.

  • TrinityPoint Wealth reported no remaining Mettler-Toledo International position as of Q2 2023 after selling out during the quarter.
  • TrinityPoint Wealth sold 150 Mettler-Toledo International shares in Q2 2023, an estimated $230K.
  • TrinityPoint Wealth first reported a position in Mettler-Toledo International in Q3 2021 and held it in 5 quarters.
  • TrinityPoint Wealth's Mettler-Toledo International position peaked at $362K in Q4 2021.
  • 760 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2023.

Based on TrinityPoint Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.