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

Castle 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
2022 Q4	–	Sell	-13	Closed	-$2K	–	426
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	583
2022 Q2	$2K	Buy	+13	New	+$2.19K	﹤0.01%	577

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Wealth Management's MTB Position: Q4 2022 in Review

Castle Wealth Management sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 13 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in MTB in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

Castle Wealth Management reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 13 M&T Bank shares in Q4 2022, an estimated $2K.
Castle Wealth Management first reported a position in M&T Bank in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's M&T Bank position peaked at $2K in Q3 2022.
896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.