WR Wealth Planners’s Ametek AME Stock Holding History

WR Wealth Planners’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 Q4	$19.6K	Buy	109 +2	+2%	+$364	0.01%	463
2024 Q3	$18.4K	Buy	107 +24	+29%	+$4.01K	0.01%	503
2024 Q2	$13.8K	Buy	83 +11	+15%	+$1.9K	﹤0.01%	516
2024 Q1	$13.2K	Buy	+72	New	+$12.4K	﹤0.01%	539
2023 Q4	–	Sell	-66	Closed	-$9.75K	–	212
2023 Q3	$9.75K	Hold	66	–	–	﹤0.01%	571
2023 Q2	$10.7K	Sell	66 -5	-7%	-$730	﹤0.01%	544
2023 Q1	$10.3K	Buy	+71	New	+$10.1K	﹤0.01%	549

Other funds holding AME

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's AME Position: Q4 2024 in Review

WR Wealth Planners increased its Ametek (AME) stake by 1.9% in Q4 2024, buying an estimated $364 and bringing the position to 109 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #463.

WR Wealth Planners first reported a position in AME in Q1 2023 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold AME as of Q4 2024.

WR Wealth Planners held 109 shares of Ametek worth $19.6K as of Q4 2024.
WR Wealth Planners bought 2 Ametek shares in Q4 2024, an estimated $364.
Ametek made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #463 holding.
WR Wealth Planners first reported a position in Ametek in Q1 2023 and has held it in 7 quarters since.
988 funds tracked by Wall St. Rank held Ametek as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.