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Wealthcare Capital Management’s Ametek AME Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-134
Closed -$17K – 106
2021
Q1 		$17K Buy
+134
New +$16.2K ﹤0.01% 227
2020
Q1 		– Sell
-23
Closed -$2K – 264
2019
Q4 		$2K Buy
+23
New +$2.18K ﹤0.01% 389

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's AME Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Ametek (AME) in Q2 2021, closing a stake of 134 shares — an estimated $17K sold.

Wealthcare Capital Management first reported a position in AME in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 721 funds tracked by Wall St. Rank hold AME as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Ametek position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 134 Ametek shares in Q2 2021, an estimated $17K.
  • Wealthcare Capital Management first reported a position in Ametek in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Ametek position peaked at $17K in Q1 2021.
  • 721 funds tracked by Wall St. Rank held Ametek as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.