ACG Wealth’s M&T Bank MTB Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-318	Closed	-$51K	–	728
2022 Q2	$51K	Buy	+318	New	+$53.4K	0.01%	433

Other funds holding MTB

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ACG Wealth's MTB Position: Q3 2022 in Review

ACG Wealth sold out of M&T Bank (MTB) in Q3 2022, closing a stake of 318 shares — an estimated $51K sold.

ACG Wealth first reported a position in MTB in Q2 2022 and held it in 1 quarter. The position peaked at $51K in Q2 2022. 922 funds tracked by Wall St. Rank hold MTB as of Q3 2022.

ACG Wealth reported no remaining M&T Bank position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 318 M&T Bank shares in Q3 2022, an estimated $51K.
ACG Wealth first reported a position in M&T Bank in Q2 2022 and held it in 1 quarter.
ACG Wealth's M&T Bank position peaked at $51K in Q2 2022.
922 funds tracked by Wall St. Rank held M&T Bank as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.