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Wallace Advisory Group’s Mettler-Toledo International MTD Stock Holding History

Wallace Advisory Group’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
Q3 		– Sell
-139
Closed -$213K – 183
2023
Q2 		$213K Hold
139
– – 0.16% 151
2023
Q1 		$213K Buy
+139
New +$209K 0.16% 151

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wallace Advisory Group's MTD Position: Q3 2023 in Review

Wallace Advisory Group sold out of Mettler-Toledo International (MTD) in Q3 2023, closing a stake of 139 shares — an estimated $213K sold.

Wallace Advisory Group first reported a position in MTD in Q1 2023 and held it in 2 quarters. The position peaked at $213K in Q2 2023. 733 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

  • Wallace Advisory Group reported no remaining Mettler-Toledo International position as of Q3 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 139 Mettler-Toledo International shares in Q3 2023, an estimated $213K.
  • Wallace Advisory Group first reported a position in Mettler-Toledo International in Q1 2023 and held it in 2 quarters.
  • Wallace Advisory Group's Mettler-Toledo International position peaked at $213K in Q2 2023.
  • 733 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

Based on Wallace Advisory Group's 13F filing for Q3 2023, filed 5 Oct 2023.