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

Edge 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 Q1	–	Sell	-15	Closed	-$2K	–	314
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	428
2021 Q3	$2K	Buy	+15	New	+$2.08K	﹤0.01%	442
2020 Q1	–	Sell	-159	Closed	-$27K	–	660
2019 Q4	$27K	Hold	159	–	–	0.01%	309
2019 Q3	$25K	Hold	159	–	–	0.01%	313
2019 Q2	$27K	Hold	159	–	–	0.01%	308
2019 Q1	$25K	Hold	159	–	–	0.01%	306
2018 Q4	$23K	Hold	159	–	–	0.01%	316
2018 Q3	$26K	Hold	159	–	–	0.01%	335
2018 Q2	$27K	Hold	159	–	–	0.01%	317
2018 Q1	$29K	Hold	159	–	–	0.01%	269
2017 Q4	$27K	Hold	159	–	–	0.01%	284
2017 Q3	$26K	Hold	159	–	–	0.01%	285
2017 Q2	$26K	Hold	159	–	–	0.01%	280
2017 Q1	$25K	Hold	159	–	–	0.01%	273
2016 Q4	$25K	Hold	159	–	–	0.01%	246
2016 Q3	$18K	Hold	159	–	–	0.01%	277
2016 Q2	$19K	Buy	+159	New	+$18.5K	0.01%	258

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return