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Centerpoint Advisors’s M&T Bank MTB Stock Holding History

Centerpoint 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
2023
Q4 		– Sell
-7
Closed -$1K – 540
2023
Q3 		$1K Hold
7
– – ﹤0.01% 517
2023
Q2 		$1K Hold
7
– – ﹤0.01% 515
2023
Q1 		$1K Buy
+7
New +$1.02K ﹤0.01% 513
2018
Q3 		– Sell
-13
Closed -$2K – 316
2018
Q2 		$2K Buy
+13
New +$2.33K ﹤0.01% 314

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Centerpoint Advisors's MTB Position: Q4 2023 in Review

Centerpoint Advisors sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 7 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in MTB in Q2 2018 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 890 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

  • Centerpoint Advisors reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 7 M&T Bank shares in Q4 2023, an estimated $1K.
  • Centerpoint Advisors first reported a position in M&T Bank in Q2 2018 and held it in 4 quarters.
  • Centerpoint Advisors's M&T Bank position peaked at $2K in Q2 2018.
  • 890 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.