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Capital Performance Advisors’s M&T Bank MTB Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-247
Closed -$44K – 1721
2024
Q3 		$44K Buy
+247
New +$41K 0.01% 379

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Performance Advisors's MTB Position: Q4 2024 in Review

Capital Performance Advisors sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 247 shares — an estimated $44K sold.

Capital Performance Advisors first reported a position in MTB in Q3 2024 and held it in 1 quarter. The position peaked at $44K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Capital Performance Advisors reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 247 M&T Bank shares in Q4 2024, an estimated $44K.
  • Capital Performance Advisors first reported a position in M&T Bank in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's M&T Bank position peaked at $44K in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.