Domani Wealth’s M&T Bank MTB Stock Holding History

Domani Wealth’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 Q2	–	Sell	-2,037	Closed	-$309K	–	127
2021 Q1	$309K	Buy	+2,037	New	+$300K	0.06%	104
2019 Q4	–	Sell	-1,384	Closed	-$219K	–	116
2019 Q3	$219K	Hold	1,384	–	–	0.08%	104
2019 Q2	$235K	Hold	1,384	–	–	0.09%	94
2019 Q1	$217K	Buy	+1,384	New	+$227K	0.09%	105
2018 Q4	–	Sell	-1,384	Closed	-$228K	–	110
2018 Q3	$228K	Hold	1,384	–	–	0.1%	93
2018 Q2	$235K	Hold	1,384	–	–	0.11%	96
2018 Q1	$255K	Hold	1,384	–	–	0.11%	91
2017 Q4	$237K	Hold	1,384	–	–	0.1%	92
2017 Q3	$223K	Hold	1,384	–	–	0.1%	92
2017 Q2	$224K	Sell	1,384 -11	-0.8%	-$1.74K	0.09%	90
2017 Q1	$216K	Hold	1,395	–	–	0.09%	93
2016 Q4	$218K	Sell	1,395 -482	-26%	-$65.2K	0.09%	95
2016 Q3	$218K	Buy	1,877 +129	+7%	+$15K	0.08%	109
2016 Q2	$207K	Sell	1,748 -1,359	-44%	-$158K	0.08%	105
2016 Q1	$345K	Sell	3,107 -1,630	-34%	-$177K	0.13%	88
2015 Q4	$574K	Sell	4,737 -239	-5%	-$29.1K	0.22%	67
2015 Q3	$607K	Sell	4,976 -173	-3%	-$21.6K	0.33%	45
2015 Q2	$643K	Buy	5,149 +4,486	+677%	+$552K	0.35%	44
2015 Q1	$5.22K	Buy	+663	New	+$80.3K	0.08%	67

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Domani Wealth's MTB Position: Q2 2021 in Review

Domani Wealth sold out of M&T Bank (MTB) in Q2 2021, closing a stake of 2,037 shares — an estimated $309K sold.

Domani Wealth first reported a position in MTB in Q1 2015 and held it in 19 quarters. The position peaked at $643K in Q2 2015. 674 funds tracked by Wall St. Rank hold MTB as of Q2 2021.

Domani Wealth reported no remaining M&T Bank position as of Q2 2021 after selling out during the quarter.
Domani Wealth sold 2,037 M&T Bank shares in Q2 2021, an estimated $309K.
Domani Wealth first reported a position in M&T Bank in Q1 2015 and held it in 19 quarters.
Domani Wealth's M&T Bank position peaked at $643K in Q2 2015.
674 funds tracked by Wall St. Rank held M&T Bank as of Q2 2021.

Based on Domani Wealth's 13F filing for Q2 2021, filed 22 Jul 2021.