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Buckingham Strategic Wealth’s M&T Bank MTB Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$503K Buy
3,324
+6
+0.2% +$877 0.01% 465
2024
Q1 		$483K Buy
3,318
+94
+3% +$13K 0.01% 467
2023
Q4 		$442K Sell
3,224
-60
-2% -$7.54K 0.01% 471
2023
Q3 		$415K Buy
3,284
+130
+4% +$17K 0.01% 458
2023
Q2 		$390K Buy
3,154
+32
+1% +$3.87K 0.01% 480
2023
Q1 		$453K Hold
3,122
– – 0.01% 402
2022
Q4 		$453K Sell
3,122
-115
-4% -$18.9K 0.01% 404
2022
Q3 		$571K Buy
3,237
+65
+2% +$11.5K 0.01% 338
2022
Q2 		$506K Buy
3,172
+824
+35% +$138K 0.01% 371
2022
Q1 		$398K Hold
2,348
– – 0.01% 410
2021
Q4 		$361K Buy
2,348
+12
+0.5% +$1.84K 0.01% 432
2021
Q3 		$349K Sell
2,336
-229
-9% -$31.7K 0.01% 428
2021
Q2 		$373K Buy
+2,565
New +$401K 0.01% 420

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.47T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $653B AUM 32.41% 1-Year Est. Return