Doyle Wealth Management’s M&T Bank MTB Stock Holding History

Doyle Wealth Management’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 Q3	$217K	Buy	+1,229	New	+$217K	0.02%	192
2019 Q3	–	Sell	-37	Closed	-$6K	–	541
2019 Q2	$6K	Buy	+37	New	+$6.13K	﹤0.01%	712
2019 Q1	–	Sell	-200	Closed	-$29K	–	525
2018 Q4	$29K	Buy	+200	New	+$32K	﹤0.01%	461

Other funds holding MTB

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's MTB Position: Q3 2022 in Review

Doyle Wealth Management opened a new position in M&T Bank (MTB) in Q3 2022: 1,229 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings. This is a return to the name: Doyle Wealth Management previously reported a position in MTB as recently as Q2 2019.

Doyle Wealth Management first reported a position in MTB in Q4 2018 and has held it in 3 quarters since. 922 funds tracked by Wall St. Rank hold MTB as of Q3 2022.

Doyle Wealth Management held 1,229 shares of M&T Bank worth $217K as of Q3 2022.
M&T Bank was a new Doyle Wealth Management position in Q3 2022.
M&T Bank made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #192 holding.
Doyle Wealth Management first reported a position in M&T Bank in Q4 2018 and has held it in 3 quarters since.
922 funds tracked by Wall St. Rank held M&T Bank as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.