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

BerganKDV 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
Q2 		– Sell
-45
Closed -$5.38K – 999
2023
Q1 		$5.38K Buy
+45
New +$6.53K ﹤0.01% 687
2020
Q2 		– Sell
-6
Closed -$1K – 1043
2020
Q1 		$1K Hold
6
– – ﹤0.01% 853
2019
Q4 		$1K Hold
6
– – ﹤0.01% 876
2019
Q3 		$1K Hold
6
– – ﹤0.01% 668
2019
Q2 		$1K Hold
6
– – ﹤0.01% 709
2019
Q1 		$1K Hold
6
– – ﹤0.01% 704
2018
Q4 		$1K Buy
+6
New +$959 ﹤0.01% 666

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BerganKDV Wealth Management's MTB Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 45 shares — an estimated $5.38K sold.

BerganKDV Wealth Management first reported a position in MTB in Q4 2018 and held it in 7 quarters. The position peaked at $5.38K in Q1 2023. 829 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 45 M&T Bank shares in Q2 2023, an estimated $5.38K.
  • BerganKDV Wealth Management first reported a position in M&T Bank in Q4 2018 and held it in 7 quarters.
  • BerganKDV Wealth Management's M&T Bank position peaked at $5.38K in Q1 2023.
  • 829 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.