CA
MTB icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Cetera Advisors's MTB Position: Q1 2024 in Review

Cetera Advisors increased its M&T Bank (MTB) stake by 169% in Q1 2024, buying an estimated $1.59M and bringing the position to 18,253 shares worth $2.65M. The position accounts for 0.02% of the portfolio, ranked #692.

Cetera Advisors first reported a position in MTB in Q3 2019 and has held it in 19 quarters since. 895 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • Cetera Advisors held 18,253 shares of M&T Bank worth $2.65M as of Q1 2024.
  • Cetera Advisors bought 11,465 M&T Bank shares in Q1 2024, an estimated $1.59M.
  • M&T Bank made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #692 holding.
  • Cetera Advisors first reported a position in M&T Bank in Q3 2019 and has held it in 19 quarters since.
  • 895 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.