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

Claro 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 Q2	–	Sell	-3,068	Closed	-$367K	–	391
2023 Q1	$367K	Buy	3,068 +360	+13%	+$52.3K	0.11%	219
2022 Q4	$393K	Buy	2,708 +754	+39%	+$124K	0.13%	196
2022 Q3	$311K	Hold	1,954	–	–	0.12%	188
2022 Q2	$311K	Buy	+1,954	New	+$328K	0.12%	188
2019 Q1	–	Sell	-304	Closed	-$50K	–	659
2018 Q4	$50K	Buy	+304	New	+$48.6K	0.04%	334

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Claro Advisors's MTB Position: Q2 2023 in Review

Claro Advisors sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 3,068 shares — an estimated $367K sold.

Claro Advisors first reported a position in MTB in Q4 2018 and held it in 5 quarters. The position peaked at $393K in Q4 2022. 829 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

Claro Advisors reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
Claro Advisors sold 3,068 M&T Bank shares in Q2 2023, an estimated $367K.
Claro Advisors first reported a position in M&T Bank in Q4 2018 and held it in 5 quarters.
Claro Advisors's M&T Bank position peaked at $393K in Q4 2022.
829 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Claro Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.