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	0.35%	45
2015 Q2	$643K	Buy	5,149 +4,486	+677%	+$552K	0.37%	44
2015 Q1	$5.22K	Buy	+663	New	+$80.3K	0.09%	67

Other funds holding MTB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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