Wade Financial Advisory’s Mettler-Toledo International MTD Stock Holding History

Wade Financial Advisory’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
2022 Q1	–	Sell	-261	Closed	-$443K	–	81
2021 Q4	$443K	Hold	261	–	–	0.23%	49
2021 Q3	$359K	Hold	261	–	–	0.2%	53
2021 Q2	$362K	Buy	261 +1	+0.4%	+$1.29K	0.2%	53
2021 Q1	$300K	Hold	260	–	–	0.19%	56
2020 Q4	$296K	Hold	260	–	–	0.2%	58
2020 Q3	$251K	Hold	260	–	–	0.2%	59
2020 Q2	$209K	Buy	+260	New	+$193K	0.18%	65
2020 Q1	–	Sell	-260	Closed	-$206K	–	66
2019 Q4	$206K	Buy	+260	New	+$188K	0.18%	61

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Wade Financial Advisory's MTD Position: Q1 2022 in Review

Wade Financial Advisory sold out of Mettler-Toledo International (MTD) in Q1 2022, closing a stake of 261 shares — an estimated $443K sold.

Wade Financial Advisory first reported a position in MTD in Q4 2019 and held it in 8 quarters. The position peaked at $443K in Q4 2021. 738 funds tracked by Wall St. Rank hold MTD as of Q1 2022.

Wade Financial Advisory reported no remaining Mettler-Toledo International position as of Q1 2022 after selling out during the quarter.
Wade Financial Advisory sold 261 Mettler-Toledo International shares in Q1 2022, an estimated $443K.
Wade Financial Advisory first reported a position in Mettler-Toledo International in Q4 2019 and held it in 8 quarters.
Wade Financial Advisory's Mettler-Toledo International position peaked at $443K in Q4 2021.
738 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2022.

Based on Wade Financial Advisory's 13F filing for Q1 2022, filed 21 Apr 2022.