Altus Wealth Group’s M&T Bank MTB Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-34	Closed	-$5K	–	551
2020 Q4	$5K	Buy	+34	New	+$3.87K	﹤0.01%	657

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Altus Wealth Group's MTB Position: Q1 2021 in Review

Altus Wealth Group sold out of M&T Bank (MTB) in Q1 2021, closing a stake of 34 shares — an estimated $5K sold.

Altus Wealth Group first reported a position in MTB in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 660 funds tracked by Wall St. Rank hold MTB as of Q1 2021.

Altus Wealth Group reported no remaining M&T Bank position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 34 M&T Bank shares in Q1 2021, an estimated $5K.
Altus Wealth Group first reported a position in M&T Bank in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's M&T Bank position peaked at $5K in Q4 2020.
660 funds tracked by Wall St. Rank held M&T Bank as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.