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

Baystate 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
2023
Q4 		$143K Buy
1,043
+210
+25% +$26.4K 0.01% 239
2023
Q3 		$105K Buy
833
+9
+1% +$1.17K 0.01% 249
2023
Q2 		$102K Buy
824
+9
+1% +$1.09K 0.01% 252
2023
Q1 		$97.6K Buy
815
+8
+1% +$1.16K 0.01% 253
2022
Q4 		$117K Buy
807
+7
+0.9% +$1.15K 0.01% 240
2022
Q3 		$141K Buy
800
+5
+0.6% +$885 0.01% 199
2022
Q2 		$127K Buy
+795
New +$134K 0.01% 214
2021
Q2 		– Sell
-1
Closed – – 834
2021
Q1 		$0 Buy
+1
New +$147 ﹤0.01% 789
2019
Q3 		– Sell
-267
Closed -$46K – 615
2019
Q2 		$46K Buy
267
+1
+0.4% +$166 0.01% 222
2019
Q1 		$44K Buy
266
+2
+0.8% +$328 0.01% 225
2018
Q4 		$44K Buy
264
+2
+0.8% +$320 0.01% 217
2018
Q3 		$44K Buy
262
+1
+0.4% +$173 0.01% 219
2018
Q2 		$45K Sell
261
-44
-14% -$7.89K 0.01% 201
2018
Q1 		$56K Buy
305
+260
+578% +$48.5K 0.01% 181
2017
Q4 		$8K Hold
45
– – ﹤0.01% 388
2017
Q3 		$7K Hold
45
– – ﹤0.01% 381
2017
Q2 		$8K Hold
45
– – ﹤0.01% 371
2017
Q1 		$7K Buy
+45
New +$7.28K ﹤0.01% 366

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's MTB Position: Q4 2023 in Review

Baystate Wealth Management increased its M&T Bank (MTB) stake by 25% in Q4 2023, buying an estimated $26.4K and bringing the position to 1,043 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #239.

Baystate Wealth Management first reported a position in MTB in Q1 2017 and has held it in 18 quarters since. 887 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

  • Baystate Wealth Management held 1,043 shares of M&T Bank worth $143K as of Q4 2023.
  • Baystate Wealth Management bought 210 M&T Bank shares in Q4 2023, an estimated $26.4K.
  • M&T Bank made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #239 holding.
  • Baystate Wealth Management first reported a position in M&T Bank in Q1 2017 and has held it in 18 quarters since.
  • 887 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.