Cornerstone Wealth Management’s M&T Bank MTB Stock Holding History

Cornerstone Wealth Management’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	-17,050	Closed	-$2.04M	–	516
2023 Q1	$2.04M	Buy	+17,050	New	+$2.48M	0.2%	110
2022 Q3	$2.47M	Buy	13,987 +1,660	+13%	+$294K	0.27%	82
2022 Q2	$1.97M	Buy	+12,327	New	+$2.07M	0.22%	98

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Wealth Management's MTB Position: Q2 2023 in Review

Cornerstone Wealth Management sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 17,050 shares — an estimated $2.04M sold.

Cornerstone Wealth Management first reported a position in MTB in Q2 2022 and held it in 3 quarters. The position peaked at $2.47M in Q3 2022. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

Cornerstone Wealth Management reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
Cornerstone Wealth Management sold 17,050 M&T Bank shares in Q2 2023, an estimated $2.04M.
Cornerstone Wealth Management first reported a position in M&T Bank in Q2 2022 and held it in 3 quarters.
Cornerstone Wealth Management's M&T Bank position peaked at $2.47M in Q3 2022.
828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Cornerstone Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.