D'Orazio & Associates’s M&T Bank MTB Stock Holding History

D'Orazio & Associates’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 Q4	–	Sell	-102	Closed	-$15K	–	478
2021 Q3	$15K	Hold	102	–	–	﹤0.01%	462
2021 Q2	$15K	Hold	102	–	–	﹤0.01%	280
2021 Q1	$15K	Hold	102	–	–	﹤0.01%	266
2020 Q4	$13K	Hold	102	–	–	﹤0.01%	257
2020 Q3	$9K	Hold	102	–	–	﹤0.01%	232
2020 Q2	$11K	Hold	102	–	–	﹤0.01%	231
2020 Q1	$11K	Hold	102	–	–	0.01%	219
2019 Q4	$17K	Hold	102	–	–	0.01%	223
2019 Q3	$16K	Hold	102	–	–	0.01%	221
2019 Q2	$17K	Hold	102	–	–	﹤0.01%	210
2019 Q1	$16K	Hold	102	–	–	﹤0.01%	211
2018 Q4	$15K	Hold	102	–	–	﹤0.01%	201
2018 Q3	$17K	Hold	102	–	–	0.01%	193
2018 Q2	$17K	Hold	102	–	–	0.01%	180
2018 Q1	$19K	Hold	102	–	–	0.01%	171
2017 Q4	$17K	Hold	102	–	–	0.01%	187
2017 Q3	$16K	Hold	102	–	–	0.01%	176
2017 Q2	$17K	Hold	102	–	–	0.01%	195
2017 Q1	$16K	Hold	102	–	–	0.01%	188
2016 Q4	$16K	Hold	102	–	–	0.01%	178
2016 Q3	$11K	Hold	102	–	–	﹤0.01%	193
2016 Q2	$12K	Hold	102	–	–	﹤0.01%	196
2016 Q1	$11K	Buy	+102	New	+$11.1K	﹤0.01%	211
2015 Q4	–	Sell	-124	Closed	-$15K	–	294
2015 Q3	$15K	Buy	+124	New	+$15.5K	0.01%	166

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

D'Orazio & Associates's MTB Position: Q4 2021 in Review

D'Orazio & Associates sold out of M&T Bank (MTB) in Q4 2021, closing a stake of 102 shares — an estimated $15K sold.

D'Orazio & Associates first reported a position in MTB in Q3 2015 and held it in 24 quarters. The position peaked at $19K in Q1 2018. 704 funds tracked by Wall St. Rank hold MTB as of Q4 2021.

D'Orazio & Associates reported no remaining M&T Bank position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 102 M&T Bank shares in Q4 2021, an estimated $15K.
D'Orazio & Associates first reported a position in M&T Bank in Q3 2015 and held it in 24 quarters.
D'Orazio & Associates's M&T Bank position peaked at $19K in Q1 2018.
704 funds tracked by Wall St. Rank held M&T Bank as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.