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Belpointe Asset Management’s M&T Bank MTB Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,788
Closed -$214K – 2293
2023
Q1 		$214K Buy
1,788
+217
+14% +$31.5K 0.01% 903
2022
Q4 		$228K Buy
1,571
+15
+1% +$2.47K 0.01% 838
2022
Q3 		$275K Buy
1,556
+39
+3% +$6.9K 0.02% 718
2022
Q2 		$242K Buy
1,517
+854
+129% +$144K 0.02% 752
2022
Q1 		$112K Buy
+663
New +$117K 0.01% 1166

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Belpointe Asset Management's MTB Position: Q2 2023 in Review

Belpointe Asset Management sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 1,788 shares — an estimated $214K sold.

Belpointe Asset Management first reported a position in MTB in Q1 2022 and held it in 5 quarters. The position peaked at $275K in Q3 2022. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

  • Belpointe Asset Management reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,788 M&T Bank shares in Q2 2023, an estimated $214K.
  • Belpointe Asset Management first reported a position in M&T Bank in Q1 2022 and held it in 5 quarters.
  • Belpointe Asset Management's M&T Bank position peaked at $275K in Q3 2022.
  • 828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.