CSat Investment Advisory’s M&T Bank MTB Stock Holding History

CSat Investment Advisory’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
2021 Q1	$39K	Sell	257 -31	-11%	-$4.57K	0.03%	255
2020 Q4	$37K	Sell	288 -30	-9%	-$3.42K	0.03%	218
2020 Q3	$29K	Buy	318 +54	+20%	+$5.52K	﹤0.01%	771
2020 Q2	$27K	Sell	264 -171	-39%	-$18.1K	﹤0.01%	767
2020 Q1	$45K	Buy	435 +45	+12%	+$6.62K	0.01%	554
2019 Q4	$66K	Buy	390 +44	+13%	+$7.14K	0.02%	515
2019 Q3	$55K	Buy	346 +42	+14%	+$6.61K	0.02%	488
2019 Q2	$52K	Buy	304 +229	+305%	+$37.9K	0.02%	499
2019 Q1	$12K	Sell	75 -8	-10%	-$1.31K	0.01%	411
2018 Q4	$12K	Buy	83 +38	+84%	+$6.07K	0.01%	385
2018 Q3	$7K	Buy	45 +7	+18%	+$1.21K	﹤0.01%	429
2018 Q2	$6K	Buy	+38	New	+$6.81K	﹤0.01%	439

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CSat Investment Advisory's MTB Position: Q1 2021 in Review

CSat Investment Advisory reduced its M&T Bank (MTB) stake by 11% in Q1 2021, selling an estimated $4.57K and leaving 257 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #255.

CSat Investment Advisory first reported a position in MTB in Q2 2018 and has held it in 12 quarters since. The position peaked at $66K in Q4 2019. 659 funds tracked by Wall St. Rank hold MTB as of Q1 2021.

CSat Investment Advisory held 257 shares of M&T Bank worth $39K as of Q1 2021.
CSat Investment Advisory sold 31 M&T Bank shares in Q1 2021, an estimated $4.57K.
M&T Bank made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #255 holding.
CSat Investment Advisory first reported a position in M&T Bank in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's M&T Bank position peaked at $66K in Q4 2019.
659 funds tracked by Wall St. Rank held M&T Bank as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.