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Alta Advisers’s M&T Bank MTB Stock Holding History

Alta Advisers’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
2024
Q4 		– Sell
-500
Closed -$89.1K – 321
2024
Q3 		$89.1K Hold
500
– – 0.04% 323
2024
Q2 		$75.7K Hold
500
– – 0.04% 320
2024
Q1 		$72.7K Hold
500
– – 0.04% 333
2023
Q4 		$68.5K Hold
500
– – 0.04% 342
2023
Q3 		$63.2K Hold
500
– – 0.04% 335
2023
Q2 		$61.9K Hold
500
– – 0.03% 349
2023
Q1 		$59.8K Hold
500
– – 0.04% 355
2022
Q4 		$73K Hold
500
– – 0.04% 311
2022
Q3 		$88K Buy
+500
New +$88.5K 0.06% 229

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Alta Advisers's MTB Position: Q4 2024 in Review

Alta Advisers sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 500 shares — an estimated $89.1K sold.

Alta Advisers first reported a position in MTB in Q3 2022 and held it in 9 quarters. The position peaked at $89.1K in Q3 2024. 1,046 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Alta Advisers reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 500 M&T Bank shares in Q4 2024, an estimated $89.1K.
  • Alta Advisers first reported a position in M&T Bank in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's M&T Bank position peaked at $89.1K in Q3 2024.
  • 1,046 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.