BWA
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Burt Wealth Advisors’s M&T Bank MTB Stock Holding History

Burt Wealth Advisors’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
Q2 		– Sell
-247
Closed -$26K – 430
2020
Q1 		$26K Hold
247
– – 0.01% 208
2019
Q4 		$42K Hold
247
– – 0.02% 185
2019
Q3 		$39K Hold
247
– – 0.02% 186
2019
Q2 		$42K Hold
247
– – 0.02% 181
2019
Q1 		$39K Hold
247
– – 0.02% 189
2018
Q4 		$35K Hold
247
– – 0.02% 193
2018
Q3 		$41K Hold
247
– – 0.02% 195
2018
Q2 		$42K Hold
247
– – 0.02% 189
2018
Q1 		$46K Hold
247
– – 0.02% 190
2017
Q4 		$42K Hold
247
– – 0.03% 195
2017
Q3 		$40K Hold
247
– – 0.03% 193
2017
Q2 		$40K Hold
247
– – 0.03% 205
2017
Q1 		$38K Hold
247
– – 0.03% 189
2016
Q4 		$39K Hold
247
– – 0.03% 184
2016
Q3 		$28K Hold
247
– – 0.03% 196
2016
Q2 		$29K Sell
247
-4
-2% -$464 0.03% 190
2016
Q1 		$28K Sell
251
-31
-11% -$3.36K 0.03% 211
2015
Q4 		$34K Buy
282
+35
+14% +$4.27K 0.03% 170
2015
Q3 		$30K Hold
247
– – 0.04% 159
2015
Q2 		$32K Hold
247
– – 0.03% 170
2015
Q1 		$31K Hold
247
– – 0.03% 162
2014
Q4 		$31K Buy
+247
New +$30.3K 0.03% 162

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return