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Colonial Trust Advisors’s M&T Bank MTB Stock Holding History

Colonial Trust 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
Q2 		– Sell
-7
Closed -$1.02K – 938
2024
Q1 		$1.02K Sell
7
-14
-67% -$1.94K ﹤0.01% 859
2023
Q4 		$2.88K Hold
21
– – ﹤0.01% 667
2023
Q3 		$2.65K Sell
21
-8
-28% -$1.04K ﹤0.01% 684
2023
Q2 		$3.59K Hold
29
– – ﹤0.01% 677
2023
Q1 		$3.47K Sell
29
-5
-15% -$726 ﹤0.01% 665
2022
Q4 		$4.93K Buy
+34
New +$5.59K ﹤0.01% 618

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Colonial Trust Advisors's MTB Position: Q2 2024 in Review

Colonial Trust Advisors sold out of M&T Bank (MTB) in Q2 2024, closing a stake of 7 shares — an estimated $1.02K sold.

Colonial Trust Advisors first reported a position in MTB in Q4 2022 and held it in 6 quarters. The position peaked at $4.93K in Q4 2022. 918 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

  • Colonial Trust Advisors reported no remaining M&T Bank position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 7 M&T Bank shares in Q2 2024, an estimated $1.02K.
  • Colonial Trust Advisors first reported a position in M&T Bank in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's M&T Bank position peaked at $4.93K in Q4 2022.
  • 918 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.