TrueWealth LLC’s Ametek AME Stock Holding History

TrueWealth LLC’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
2020 Q2	–	Sell	-59	Closed	-$4K	–	709
2020 Q1	$4K	Hold	59	–	–	﹤0.01%	566
2019 Q4	$6K	Hold	59	–	–	﹤0.01%	535
2019 Q3	$5K	Hold	59	–	–	﹤0.01%	555
2019 Q2	$5K	Hold	59	–	–	﹤0.01%	559
2019 Q1	$5K	Hold	59	–	–	﹤0.01%	560
2018 Q4	$4K	Hold	59	–	–	﹤0.01%	570
2018 Q3	$5K	Hold	59	–	–	﹤0.01%	603
2018 Q2	$4K	Hold	59	–	–	﹤0.01%	641
2018 Q1	$4K	Hold	59	–	–	﹤0.01%	602
2017 Q4	$4K	Buy	+59	New	+$4.11K	﹤0.01%	686

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

TrueWealth LLC's AME Position: Q2 2020 in Review

TrueWealth LLC sold out of Ametek (AME) in Q2 2020, closing a stake of 59 shares — an estimated $4K sold.

TrueWealth LLC first reported a position in AME in Q4 2017 and held it in 10 quarters. The position peaked at $6K in Q4 2019. 636 funds tracked by Wall St. Rank hold AME as of Q2 2020.

TrueWealth LLC reported no remaining Ametek position as of Q2 2020 after selling out during the quarter.
TrueWealth LLC sold 59 Ametek shares in Q2 2020, an estimated $4K.
TrueWealth LLC first reported a position in Ametek in Q4 2017 and held it in 10 quarters.
TrueWealth LLC's Ametek position peaked at $6K in Q4 2019.
636 funds tracked by Wall St. Rank held Ametek as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.