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CWS Financial Advisors’s M&T Bank MTB Stock Holding History

CWS Financial 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
2022
Q4 		– Sell
-1,257
Closed -$222K – 147
2022
Q3 		$222K Sell
1,257
-7
-0.6% -$1.24K 0.11% 123
2022
Q2 		$201K Buy
1,264
+11
+0.9% +$1.85K 0.09% 141
2022
Q1 		$212K Buy
+1,253
New +$221K 0.08% 143

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

CWS Financial Advisors's MTB Position: Q4 2022 in Review

CWS Financial Advisors sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 1,257 shares — an estimated $222K sold.

CWS Financial Advisors first reported a position in MTB in Q1 2022 and held it in 3 quarters. The position peaked at $222K in Q3 2022. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • CWS Financial Advisors reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
  • CWS Financial Advisors sold 1,257 M&T Bank shares in Q4 2022, an estimated $222K.
  • CWS Financial Advisors first reported a position in M&T Bank in Q1 2022 and held it in 3 quarters.
  • CWS Financial Advisors's M&T Bank position peaked at $222K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on CWS Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.