Center For Asset Management’s M&T Bank MTB Stock Holding History

Center For Asset 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 Q4	–	Sell	-3,026	Closed	-$383K	–	106
2023 Q3	$383K	Sell	3,026 -58	-2%	-$7.57K	0.38%	63
2023 Q2	$382K	Buy	+3,084	New	+$373K	0.36%	67

Other funds holding MTB

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

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

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Center For Asset Management's MTB Position: Q4 2023 in Review

Center For Asset Management sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 3,026 shares — an estimated $383K sold.

Center For Asset Management first reported a position in MTB in Q2 2023 and held it in 2 quarters. The position peaked at $383K in Q3 2023. 887 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

Center For Asset Management reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
Center For Asset Management sold 3,026 M&T Bank shares in Q4 2023, an estimated $383K.
Center For Asset Management first reported a position in M&T Bank in Q2 2023 and held it in 2 quarters.
Center For Asset Management's M&T Bank position peaked at $383K in Q3 2023.
887 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Center For Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.