Duality Advisers’s M&T Bank MTB Stock Holding History

Duality Advisers’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
2024 Q2	–	Sell	-1,383	Closed	-$201K	–	349
2024 Q1	$201K	Buy	+1,383	New	+$192K	0.02%	568
2023 Q1	–	Sell	-22,956	Closed	-$3.33M	–	697
2022 Q4	$3.33M	Buy	+22,956	New	+$3.77M	0.38%	70
2021 Q3	–	Sell	-17,172	Closed	-$2.5M	–	654
2021 Q2	$2.5M	Sell	17,172 -21,632	-56%	-$3.38M	0.22%	154
2021 Q1	$5.88M	Buy	+38,804	New	+$5.72M	0.51%	32
2020 Q4	–	Sell	-28,450	Closed	-$2.62M	–	665
2020 Q3	$2.62M	Buy	+28,450	New	+$2.91M	0.17%	172
2019 Q2	–	Sell	-34,260	Closed	-$5.38M	–	271
2019 Q1	$5.38M	Buy	+34,260	New	+$5.63M	0.32%	92

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Duality Advisers's MTB Position: Q2 2024 in Review

Duality Advisers sold out of M&T Bank (MTB) in Q2 2024, closing a stake of 1,383 shares — an estimated $201K sold.

Duality Advisers first reported a position in MTB in Q1 2019 and held it in 6 quarters. The position peaked at $5.88M in Q1 2021. 918 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

Duality Advisers reported no remaining M&T Bank position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 1,383 M&T Bank shares in Q2 2024, an estimated $201K.
Duality Advisers first reported a position in M&T Bank in Q1 2019 and held it in 6 quarters.
Duality Advisers's M&T Bank position peaked at $5.88M in Q1 2021.
918 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.