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

Brewin Dolphin 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
2020
Q4 		– Sell
-24
Closed -$2.21K – 308
2020
Q3 		$2.21K Buy
+24
New +$2.45K ﹤0.01% 285

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State Street
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Invesco
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Brewin Dolphin Wealth Management's MTB Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of M&T Bank (MTB) in Q4 2020, closing a stake of 24 shares — an estimated $2.21K sold.

Brewin Dolphin Wealth Management first reported a position in MTB in Q3 2020 and held it in 1 quarter. The position peaked at $2.21K in Q3 2020. 621 funds tracked by Wall St. Rank hold MTB as of Q4 2020.

  • Brewin Dolphin Wealth Management reported no remaining M&T Bank position as of Q4 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 24 M&T Bank shares in Q4 2020, an estimated $2.21K.
  • Brewin Dolphin Wealth Management first reported a position in M&T Bank in Q3 2020 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's M&T Bank position peaked at $2.21K in Q3 2020.
  • 621 funds tracked by Wall St. Rank held M&T Bank as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.