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Walled Lake Planning & Wealth Management’s Ametek AME Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q4 		– Sell
-75
Closed -$9K – 113
2021
Q3 		$9K Hold
75
– – 0.01% 260
2021
Q2 		$10K Hold
75
– – 0.01% 239
2021
Q1 		$10K Hold
75
– – 0.01% 233
2020
Q4 		$9K Hold
75
– – 0.01% 214
2020
Q3 		$7K Hold
75
– – 0.01% 233
2020
Q2 		$7K Hold
75
– – 0.01% 224
2020
Q1 		$5K Hold
75
– – ﹤0.01% 225
2019
Q4 		$7K Buy
+75
New +$7.11K 0.01% 217

Other funds holding AME

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AME Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Ametek (AME) in Q4 2021, closing a stake of 75 shares — an estimated $9K sold.

Walled Lake Planning & Wealth Management first reported a position in AME in Q4 2019 and held it in 8 quarters. The position peaked at $10K in Q2 2021. 771 funds tracked by Wall St. Rank hold AME as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Ametek position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 75 Ametek shares in Q4 2021, an estimated $9K.
  • Walled Lake Planning & Wealth Management first reported a position in Ametek in Q4 2019 and held it in 8 quarters.
  • Walled Lake Planning & Wealth Management's Ametek position peaked at $10K in Q2 2021.
  • 771 funds tracked by Wall St. Rank held Ametek as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.