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

Cetera 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 Q1	$2.65M	Buy	18,253 +11,465	+169%	+$1.59M	0.02%	692
2023 Q4	$931K	Buy	6,788 +208	+3%	+$26.1K	0.01%	807
2023 Q3	$832K	Buy	6,580 +1,707	+35%	+$223K	0.01%	801
2023 Q2	$603K	Buy	4,873 +56	+1%	+$6.78K	0.01%	953
2023 Q1	$576K	Sell	4,817 -4,897	-50%	-$711K	0.01%	947
2022 Q4	$1.41M	Buy	9,714 +6,036	+164%	+$992K	0.03%	550
2022 Q3	$649K	Sell	3,678 -56	-1%	-$9.91K	0.02%	670
2022 Q2	$595K	Buy	3,734 +931	+33%	+$156K	0.01%	772
2022 Q1	$475K	Sell	2,803 -141	-5%	-$24.9K	0.01%	902
2021 Q4	$452K	Buy	2,944 +3	+0.1%	+$461	0.01%	933
2021 Q3	$439K	Buy	2,941 +154	+6%	+$21.3K	0.01%	928
2021 Q2	$405K	Buy	2,787 +102	+4%	+$15.9K	0.01%	915
2021 Q1	$407K	Buy	2,685 +100	+4%	+$14.7K	0.01%	831
2020 Q4	$329K	Buy	2,585 +27	+1%	+$3.08K	0.01%	791
2020 Q3	$236K	Buy	2,558 +2	+0.1%	+$204	0.01%	828
2020 Q2	$266K	Sell	2,556 -101	-4%	-$10.7K	0.01%	740
2020 Q1	$275K	Buy	2,657 +392	+17%	+$57.7K	0.01%	620
2019 Q4	$384K	Buy	2,265 +1	+0%	+$162	0.02%	633
2019 Q3	$357K	Buy	+2,264	New	+$356K	0.02%	643

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

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

Fidelity Investments

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

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

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

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

State Farm Mutual Automobile Insurance

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

Geode Capital Management

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