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
2023 Q1	–	Sell	-2,600	Closed	-$26.8K	–	1697
2022 Q4	$26.8K	Buy	+2,600	New	+$428K	﹤0.01%	1566

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

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 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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 893 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.
893 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.