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Almanack Investment Partners’s M&T Bank MTB Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-28
Closed -$5K – 803
2022
Q3 		$5K Buy
+28
New +$4.96K ﹤0.01% 591
2018
Q2 		– Sell
-575
Closed -$106K – 167
2018
Q1 		$106K Sell
575
-23
-4% -$4.29K 0.04% 178
2017
Q4 		$102K Sell
598
-29
-5% -$4.81K 0.04% 180
2017
Q3 		$101K Sell
627
-717
-53% -$113K 0.05% 148
2017
Q2 		$218K Buy
+1,344
New +$212K 0.12% 108

Other funds holding MTB

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Almanack Investment Partners's MTB Position: Q4 2022 in Review

Almanack Investment Partners sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 28 shares — an estimated $5K sold.

Almanack Investment Partners first reported a position in MTB in Q2 2017 and held it in 5 quarters. The position peaked at $218K in Q2 2017. 895 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • Almanack Investment Partners reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 28 M&T Bank shares in Q4 2022, an estimated $5K.
  • Almanack Investment Partners first reported a position in M&T Bank in Q2 2017 and held it in 5 quarters.
  • Almanack Investment Partners's M&T Bank position peaked at $218K in Q2 2017.
  • 895 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.