Abundance Wealth Counselors’s M&T Bank MTB Stock Holding History

Abundance Wealth Counselors’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,765	Closed	-$331K	–	117
2023 Q1	$331K	Buy	+2,765	New	+$401K	0.08%	120
2021 Q2	–	Sell	-725	Closed	-$110K	–	240
2021 Q1	$110K	Buy	+725	New	+$107K	0.03%	111

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Abundance Wealth Counselors's MTB Position: Q2 2023 in Review

Abundance Wealth Counselors sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 2,765 shares — an estimated $331K sold.

Abundance Wealth Counselors first reported a position in MTB in Q1 2021 and held it in 2 quarters. The position peaked at $331K in Q1 2023. 829 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

Abundance Wealth Counselors reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
Abundance Wealth Counselors sold 2,765 M&T Bank shares in Q2 2023, an estimated $331K.
Abundance Wealth Counselors first reported a position in M&T Bank in Q1 2021 and held it in 2 quarters.
Abundance Wealth Counselors's M&T Bank position peaked at $331K in Q1 2023.
829 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Abundance Wealth Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.