Wealthspire Advisors (Maryland)’s Mettler-Toledo International MTD Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$939K	Buy	+972	New	+$902K	0.03%	199
2019 Q2	–	Sell	-99	Closed	-$72K	–	1419
2019 Q1	$72K	Sell	99 -6	-6%	-$3.9K	0.01%	758
2018 Q4	$59K	Buy	105 +9	+9%	+$5.23K	0.01%	787
2018 Q3	$58K	Buy	96 +8	+9%	+$4.71K	﹤0.01%	916
2018 Q2	$51K	Buy	88 +25	+40%	+$14.3K	﹤0.01%	973
2018 Q1	$36K	Sell	63 -3	-5%	-$1.89K	﹤0.01%	1105
2017 Q4	$41K	Hold	66	–	–	﹤0.01%	1087
2017 Q3	$41K	Buy	66 +18	+38%	+$10.8K	﹤0.01%	1051
2017 Q2	$28K	Sell	48 -3	-6%	-$1.64K	﹤0.01%	1149
2017 Q1	$24K	Buy	51 +22	+76%	+$10.1K	﹤0.01%	1024
2016 Q4	$12K	Buy	29 +20	+222%	+$8.32K	﹤0.01%	1167
2016 Q3	$4K	Hold	9	–	–	﹤0.01%	1433
2016 Q2	$3K	Hold	9	–	–	﹤0.01%	1442
2016 Q1	$3K	Hold	9	–	–	﹤0.01%	1459
2015 Q4	$3K	Buy	+9	New	+$2.89K	﹤0.01%	1468

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MTD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Mettler-Toledo International (MTD) in Q3 2020: 972 shares worth $939K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in MTD as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in MTD in Q4 2015 and has held it in 15 quarters since. 613 funds tracked by Wall St. Rank hold MTD as of Q3 2020.

Wealthspire Advisors (Maryland) held 972 shares of Mettler-Toledo International worth $939K as of Q3 2020.
Mettler-Toledo International was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Mettler-Toledo International made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #199 holding.
Wealthspire Advisors (Maryland) first reported a position in Mettler-Toledo International in Q4 2015 and has held it in 15 quarters since.
613 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.