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WealthPLAN Partners’s Mettler-Toledo International MTD Stock Holding History

WealthPLAN Partners’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
-4
Closed -$5.25K – 824
2023
Q2 		$5.25K Hold
4
– – ﹤0.01% 898
2023
Q1 		$6.12K Buy
+4
New +$6.01K ﹤0.01% 964

Other funds holding MTD

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WealthPLAN Partners's MTD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Mettler-Toledo International (MTD) in Q3 2023, closing a stake of 4 shares — an estimated $5.25K sold.

WealthPLAN Partners first reported a position in MTD in Q1 2023 and held it in 2 quarters. The position peaked at $6.12K in Q1 2023. 735 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

  • WealthPLAN Partners reported no remaining Mettler-Toledo International position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 4 Mettler-Toledo International shares in Q3 2023, an estimated $5.25K.
  • WealthPLAN Partners first reported a position in Mettler-Toledo International in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Mettler-Toledo International position peaked at $6.12K in Q1 2023.
  • 735 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

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