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Wealthspire Advisors (Maryland)’s Ametek AME Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,364
Closed -$113K – 523
2019
Q1 		$113K Buy
1,364
+197
+17% +$15K 0.01% 597
2018
Q4 		$79K Buy
1,167
+47
+4% +$3.37K 0.01% 683
2018
Q3 		$89K Buy
1,120
+58
+5% +$4.44K 0.01% 739
2018
Q2 		$77K Sell
1,062
-29
-3% -$2.15K 0.01% 810
2018
Q1 		$83K Buy
1,091
+76
+7% +$5.77K 0.01% 778
2017
Q4 		$74K Buy
1,015
+53
+6% +$3.69K 0.01% 837
2017
Q3 		$64K Buy
962
+30
+3% +$1.9K 0.01% 882
2017
Q2 		$56K Buy
932
+65
+7% +$3.83K 0.01% 904
2017
Q1 		$47K Buy
867
+85
+11% +$4.48K 0.01% 814
2016
Q4 		$38K Sell
782
-93
-11% -$4.41K 0.01% 846
2016
Q3 		$42K Buy
875
+9
+1% +$429 0.01% 824
2016
Q2 		$40K Buy
866
+92
+12% +$4.42K 0.01% 791
2016
Q1 		$39K Sell
774
-26
-3% -$1.24K 0.01% 763
2015
Q4 		$43K Buy
+800
New +$43.9K 0.01% 757

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AME Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ametek (AME) in Q2 2019, closing a stake of 1,364 shares — an estimated $113K sold.

Wealthspire Advisors (Maryland) first reported a position in AME in Q4 2015 and held it in 14 quarters. The position peaked at $113K in Q1 2019. 619 funds tracked by Wall St. Rank hold AME as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ametek position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,364 Ametek shares in Q2 2019, an estimated $113K.
  • Wealthspire Advisors (Maryland) first reported a position in Ametek in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Ametek position peaked at $113K in Q1 2019.
  • 619 funds tracked by Wall St. Rank held Ametek as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.