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

BKM 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
2024 Q1	–	Sell	-233	Closed	-$31.9K	–	413
2023 Q4	$31.9K	Buy	+233	New	+$29.3K	0.01%	310

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

BKM Wealth Management's MTB Position: Q1 2024 in Review

BKM Wealth Management sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 233 shares — an estimated $31.9K sold.

BKM Wealth Management first reported a position in MTB in Q4 2023 and held it in 1 quarter. The position peaked at $31.9K in Q4 2023. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

BKM Wealth Management reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 233 M&T Bank shares in Q1 2024, an estimated $31.9K.
BKM Wealth Management first reported a position in M&T Bank in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's M&T Bank position peaked at $31.9K in Q4 2023.
893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.