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WealthPLAN Partners’s Ametek AME Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-64
Closed -$10.4K – 345
2023
Q2 		$10.4K Buy
64
+23
+56% +$3.36K ﹤0.01% 789
2023
Q1 		$5.96K Buy
+41
New +$5.83K ﹤0.01% 970
2017
Q2 		– Sell
-100
Closed -$5.38K – 193
2017
Q1 		$5.38K Buy
+100
New +$5.27K 0.02% 339

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WealthPLAN Partners's AME Position: Q3 2023 in Review

WealthPLAN Partners sold out of Ametek (AME) in Q3 2023, closing a stake of 64 shares — an estimated $10.4K sold.

WealthPLAN Partners first reported a position in AME in Q1 2017 and held it in 3 quarters. The position peaked at $10.4K in Q2 2023. 812 funds tracked by Wall St. Rank hold AME as of Q3 2023.

  • WealthPLAN Partners reported no remaining Ametek position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 64 Ametek shares in Q3 2023, an estimated $10.4K.
  • WealthPLAN Partners first reported a position in Ametek in Q1 2017 and held it in 3 quarters.
  • WealthPLAN Partners's Ametek position peaked at $10.4K in Q2 2023.
  • 812 funds tracked by Wall St. Rank held Ametek as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.