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

Aviso 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
2024
Q3 		– Sell
-1,753
Closed -$265K – 157
2024
Q2 		$265K Sell
1,753
-3,295
-65% -$481K 0.16% 117
2024
Q1 		$734K Buy
5,048
+368
+8% +$51K 0.46% 55
2023
Q4 		$642K Buy
+4,680
New +$588K 0.46% 56

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Aviso Wealth Management's MTB Position: Q3 2024 in Review

Aviso Wealth Management sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 1,753 shares — an estimated $265K sold.

Aviso Wealth Management first reported a position in MTB in Q4 2023 and held it in 3 quarters. The position peaked at $734K in Q1 2024. 942 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • Aviso Wealth Management reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 1,753 M&T Bank shares in Q3 2024, an estimated $265K.
  • Aviso Wealth Management first reported a position in M&T Bank in Q4 2023 and held it in 3 quarters.
  • Aviso Wealth Management's M&T Bank position peaked at $734K in Q1 2024.
  • 942 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Aviso Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.