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	–	658
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Edge Wealth Management's MTB Position: Q1 2022 in Review

Edge Wealth Management sold out of M&T Bank (MTB) in Q1 2022, closing a stake of 15 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in MTB in Q2 2016 and held it in 17 quarters. The position peaked at $29K in Q1 2018. 756 funds tracked by Wall St. Rank hold MTB as of Q1 2022.

Edge Wealth Management reported no remaining M&T Bank position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 15 M&T Bank shares in Q1 2022, an estimated $2K.
Edge Wealth Management first reported a position in M&T Bank in Q2 2016 and held it in 17 quarters.
Edge Wealth Management's M&T Bank position peaked at $29K in Q1 2018.
756 funds tracked by Wall St. Rank held M&T Bank as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.