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Cassady Schiller Wealth Management’s M&T Bank MTB Stock Holding History

Cassady Schiller 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
2023
Q1 		– Sell
-38
Closed -$5.51K – 481
2022
Q4 		$5.51K Buy
+38
New +$6.25K ﹤0.01% 361
2022
Q1 		– Sell
-5
Closed -$1K – 415
2021
Q4 		$1K Buy
+5
New +$768 ﹤0.01% 482

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cassady Schiller Wealth Management's MTB Position: Q1 2023 in Review

Cassady Schiller Wealth Management sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 38 shares — an estimated $5.51K sold.

Cassady Schiller Wealth Management first reported a position in MTB in Q4 2021 and held it in 2 quarters. The position peaked at $5.51K in Q4 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

  • Cassady Schiller Wealth Management reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 38 M&T Bank shares in Q1 2023, an estimated $5.51K.
  • Cassady Schiller Wealth Management first reported a position in M&T Bank in Q4 2021 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's M&T Bank position peaked at $5.51K in Q4 2022.
  • 825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.