CWP
MTB icon

CFM Wealth Partners’s M&T Bank MTB Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-210
Closed -$21K – 351
2020
Q2 		$21K Hold
210
– – 0.01% 356
2020
Q1 		$22K Buy
210
+164
+357% +$24.1K 0.01% 358
2019
Q4 		$8K Buy
+46
New +$7.47K ﹤0.01% 438

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CFM Wealth Partners's MTB Position: Q3 2020 in Review

CFM Wealth Partners sold out of M&T Bank (MTB) in Q3 2020, closing a stake of 210 shares — an estimated $21K sold.

CFM Wealth Partners first reported a position in MTB in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q1 2020. 578 funds tracked by Wall St. Rank hold MTB as of Q3 2020.

  • CFM Wealth Partners reported no remaining M&T Bank position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 210 M&T Bank shares in Q3 2020, an estimated $21K.
  • CFM Wealth Partners first reported a position in M&T Bank in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's M&T Bank position peaked at $22K in Q1 2020.
  • 578 funds tracked by Wall St. Rank held M&T Bank as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.