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Bernardo Wealth Planning’s M&T Bank MTB Stock Holding History

Bernardo Wealth Planning’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
2020
Q1 		– Sell
-1,403
Closed -$238K – 146
2019
Q4 		$238K Hold
1,403
– – 0.14% 142
2019
Q3 		$221K Sell
1,403
-18
-1% -$2.83K 0.16% 134
2019
Q2 		$242K Buy
+1,421
New +$235K 0.19% 119

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Bernardo Wealth Planning's MTB Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 1,403 shares — an estimated $238K sold.

Bernardo Wealth Planning first reported a position in MTB in Q2 2019 and held it in 3 quarters. The position peaked at $242K in Q2 2019. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

  • Bernardo Wealth Planning reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,403 M&T Bank shares in Q1 2020, an estimated $238K.
  • Bernardo Wealth Planning first reported a position in M&T Bank in Q2 2019 and held it in 3 quarters.
  • Bernardo Wealth Planning's M&T Bank position peaked at $242K in Q2 2019.
  • 592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.