TRUE Private Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

TRUE Private Wealth Advisors’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
2024 Q3	–	Sell	-309	Closed	-$432K	–	258
2024 Q2	$432K	Buy	309 +19	+7%	+$26K	0.05%	179
2024 Q1	$386K	Buy	290 +30	+12%	+$37K	0.04%	201
2023 Q4	$315K	Buy	+260	New	+$281K	0.04%	214
2020 Q1	–	Sell	-463	Closed	-$367K	–	772
2019 Q4	$367K	Hold	463	–	–	0.06%	156
2019 Q3	$326K	Hold	463	–	–	0.06%	152
2019 Q2	$388K	Hold	463	–	–	0.07%	136
2019 Q1	$334K	Hold	463	–	–	0.06%	140
2018 Q4	$261K	Hold	463	–	–	0.05%	193
2018 Q3	$282K	Hold	463	–	–	0.04%	221
2018 Q2	$267K	Hold	463	–	–	0.04%	227
2018 Q1	$266K	Hold	463	–	–	0.05%	196
2017 Q4	$286K	Hold	463	–	–	0.05%	185
2017 Q3	$289K	Hold	463	–	–	0.07%	124
2017 Q2	$272K	Hold	463	–	–	0.06%	123
2017 Q1	$223K	Hold	463	–	–	0.05%	136
2016 Q4	$201K	Buy	+463	New	+$193K	0.05%	138

Other funds holding MTD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

TRUE Private Wealth Advisors's MTD Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q3 2024, closing a stake of 309 shares — an estimated $432K sold.

TRUE Private Wealth Advisors first reported a position in MTD in Q4 2016 and held it in 16 quarters. The position peaked at $432K in Q2 2024. 789 funds tracked by Wall St. Rank hold MTD as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Mettler-Toledo International position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 309 Mettler-Toledo International shares in Q3 2024, an estimated $432K.
TRUE Private Wealth Advisors first reported a position in Mettler-Toledo International in Q4 2016 and held it in 16 quarters.
TRUE Private Wealth Advisors's Mettler-Toledo International position peaked at $432K in Q2 2024.
789 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.