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Wetzel Investment Advisors’s Ametek AME Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-36
Closed -$6.58K – 154
2024
Q2 		$6.58K Sell
36
-128
-78% -$22.1K ﹤0.01% 534
2024
Q1 		$29.1K Buy
164
+10
+6% +$1.72K 0.02% 319
2023
Q4 		$25K Buy
+154
New +$23.5K 0.02% 334

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's AME Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Ametek (AME) in Q3 2024, closing a stake of 36 shares — an estimated $6.58K sold.

Wetzel Investment Advisors first reported a position in AME in Q4 2023 and held it in 3 quarters. The position peaked at $29.1K in Q1 2024. 911 funds tracked by Wall St. Rank hold AME as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Ametek position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 36 Ametek shares in Q3 2024, an estimated $6.58K.
  • Wetzel Investment Advisors first reported a position in Ametek in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Ametek position peaked at $29.1K in Q1 2024.
  • 911 funds tracked by Wall St. Rank held Ametek as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.