Capital Market Strategies’s M&T Bank MTB Stock Holding History

Capital Market Strategies’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 Q4	–	Sell	-2,300	Closed	-$410K	–	164
2024 Q3	$410K	Sell	2,300 -1,000	-30%	-$166K	0.25%	81
2024 Q2	$499K	Hold	3,300	–	–	0.32%	61
2024 Q1	$480K	Hold	3,300	–	–	0.37%	62
2023 Q4	$452K	Hold	3,300	–	–	0.39%	61
2023 Q3	$398K	Sell	3,300 -59	-2%	-$7.7K	0.4%	62
2023 Q2	$416K	Buy	+3,359	New	+$406K	0.38%	64
2023 Q1	–	Sell	-3,709	Closed	-$538K	–	97
2022 Q4	$538K	Hold	3,709	–	–	0.58%	50
2022 Q3	$654K	Sell	3,709 -150	-4%	-$26.5K	0.74%	34
2022 Q2	$615K	Buy	3,859 +9	+0.2%	+$1.51K	0.65%	39
2022 Q1	$653K	Sell	3,850 -9,750	-72%	-$1.72M	0.56%	42
2021 Q4	$2.09M	Buy	+13,600	New	+$2.09M	1.72%	10

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Market Strategies's MTB Position: Q4 2024 in Review

Capital Market Strategies sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 2,300 shares — an estimated $410K sold.

Capital Market Strategies first reported a position in MTB in Q4 2021 and held it in 11 quarters. The position peaked at $2.09M in Q4 2021. 1,046 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

Capital Market Strategies reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
Capital Market Strategies sold 2,300 M&T Bank shares in Q4 2024, an estimated $410K.
Capital Market Strategies first reported a position in M&T Bank in Q4 2021 and held it in 11 quarters.
Capital Market Strategies's M&T Bank position peaked at $2.09M in Q4 2021.
1,046 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Capital Market Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.