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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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return