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

BDO 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
2023 Q2	$52.4K	Buy	423 +20	+5%	+$2.42K	0.01%	428
2023 Q1	$48.2K	Hold	403	–	–	0.01%	426
2022 Q4	$58.5K	Hold	403	–	–	0.01%	391
2022 Q3	$71K	Hold	403	–	–	0.01%	367
2022 Q2	$64K	Hold	403	–	–	0.01%	382
2022 Q1	$68K	Hold	403	–	–	0.01%	383
2021 Q4	$62K	Hold	403	–	–	0.01%	415
2021 Q3	$60K	Hold	403	–	–	0.01%	418
2021 Q2	$59K	Hold	403	–	–	0.01%	442
2021 Q1	$61K	Hold	403	–	–	0.01%	418
2020 Q4	$51K	Hold	403	–	–	0.01%	356
2020 Q3	$37K	Hold	403	–	–	0.01%	363
2020 Q2	$42K	Sell	403 -12	-3%	-$1.27K	0.01%	347
2020 Q1	$43K	Buy	+415	New	+$61.1K	0.01%	350

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

BDO Wealth Advisors's MTB Position: Q2 2023 in Review

BDO Wealth Advisors increased its M&T Bank (MTB) stake by 5% in Q2 2023, buying an estimated $2.42K and bringing the position to 423 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #428.

BDO Wealth Advisors first reported a position in MTB in Q1 2020 and has held it in 14 quarters since. The position peaked at $71K in Q3 2022. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

BDO Wealth Advisors held 423 shares of M&T Bank worth $52.4K as of Q2 2023.
BDO Wealth Advisors bought 20 M&T Bank shares in Q2 2023, an estimated $2.42K.
M&T Bank made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #428 holding.
BDO Wealth Advisors first reported a position in M&T Bank in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's M&T Bank position peaked at $71K in Q3 2022.
828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.