Annapolis Financial Services’s M&T Bank MTB Stock Holding History

Annapolis Financial Services’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 Q3	$66.9K	Buy	376 +226	+151%	+$37.5K	0.02%	136
2024 Q2	$22.7K	Hold	150	–	–	0.01%	209
2024 Q1	$21.8K	Sell	150 -68	-31%	-$9.42K	0.01%	212
2023 Q4	$29.9K	Hold	218	–	–	0.01%	244
2023 Q3	$27.6K	Hold	218	–	–	0.01%	236
2023 Q2	$27K	Sell	218 -93	-30%	-$11.3K	0.01%	242
2023 Q1	$37.2K	Buy	311 +93	+43%	+$13.5K	0.01%	191
2022 Q4	$31.6K	Hold	218	–	–	0.01%	206
2022 Q3	$38K	Sell	218 -67	-24%	-$11.9K	0.01%	195
2022 Q2	$45K	Hold	285	–	–	0.02%	182
2022 Q1	$48K	Hold	285	–	–	0.02%	185
2021 Q4	$44K	Hold	285	–	–	0.01%	194
2021 Q3	$43K	Hold	285	–	–	0.01%	182
2021 Q2	$41K	Hold	285	–	–	0.01%	176
2021 Q1	$43K	Hold	285	–	–	0.02%	161
2020 Q4	$36K	Buy	+285	New	+$32.5K	0.01%	163

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Annapolis Financial Services's MTB Position: Q3 2024 in Review

Annapolis Financial Services increased its M&T Bank (MTB) stake by 151% in Q3 2024, buying an estimated $37.5K and bringing the position to 376 shares worth $66.9K. The position accounts for 0.02% of the portfolio, ranked #136.

Annapolis Financial Services first reported a position in MTB in Q4 2020 and has held it in 16 quarters since. 941 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

Annapolis Financial Services held 376 shares of M&T Bank worth $66.9K as of Q3 2024.
Annapolis Financial Services bought 226 M&T Bank shares in Q3 2024, an estimated $37.5K.
M&T Bank made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #136 holding.
Annapolis Financial Services first reported a position in M&T Bank in Q4 2020 and has held it in 16 quarters since.
941 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.