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Altium Wealth Management’s M&T Bank MTB Stock Holding History

Altium Wealth Management’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
Q2 		$935K Buy
+5,863
New +$985K 0.07% 168

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altium Wealth Management's MTB Position: Q2 2022 in Review

Altium Wealth Management opened a new position in M&T Bank (MTB) in Q2 2022: 5,863 shares worth $935K. The stake represents 0.07% of the portfolio and ranks #168 among its holdings.

885 funds tracked by Wall St. Rank hold MTB as of Q2 2022.

  • Altium Wealth Management held 5,863 shares of M&T Bank worth $935K as of Q2 2022.
  • M&T Bank was a new Altium Wealth Management position in Q2 2022.
  • M&T Bank made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #168 holding.
  • 885 funds tracked by Wall St. Rank held M&T Bank as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.