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Amplius Wealth Advisors’s M&T Bank MTB Stock Holding History

Amplius Wealth Advisors’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
-2,798
Closed -$493K – 178
2022
Q3 		$493K Sell
2,798
-142
-5% -$25.1K 0.09% 85
2022
Q2 		$468K Buy
2,940
+160
+6% +$26.9K 0.08% 92
2022
Q1 		$471K Sell
2,780
-89
-3% -$15.7K 0.07% 106
2021
Q4 		$440K Buy
+2,869
New +$441K 0.06% 121

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
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
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

Amplius Wealth Advisors's MTB Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 2,798 shares — an estimated $493K sold.

Amplius Wealth Advisors first reported a position in MTB in Q4 2021 and held it in 4 quarters. The position peaked at $493K in Q3 2022. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • Amplius Wealth Advisors reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,798 M&T Bank shares in Q4 2022, an estimated $493K.
  • Amplius Wealth Advisors first reported a position in M&T Bank in Q4 2021 and held it in 4 quarters.
  • Amplius Wealth Advisors's M&T Bank position peaked at $493K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.