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	–	526
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return