EW
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Evoke Wealth’s M&T Bank MTB Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-116
Closed -$20K – 848
2022
Q3 		$20K Hold
116
– – ﹤0.01% 644
2022
Q2 		$18K Buy
116
+19
+20% +$3.19K ﹤0.01% 668
2022
Q1 		$16K Buy
97
+13
+15% +$2.29K ﹤0.01% 694
2021
Q4 		$13K Hold
84
– – ﹤0.01% 747
2021
Q3 		$12K Hold
84
– – ﹤0.01% 717
2021
Q2 		$12K Hold
84
– – ﹤0.01% 727
2021
Q1 		$13K Hold
84
– – ﹤0.01% 651
2020
Q4 		$11K Hold
84
– – ﹤0.01% 578
2020
Q3 		$8K Sell
84
-9
-10% -$920 ﹤0.01% 594
2020
Q2 		$10K Sell
93
-13
-12% -$1.37K ﹤0.01% 550
2020
Q1 		$11K Sell
106
-2
-2% -$294 ﹤0.01% 497
2019
Q4 		$18.4K Hold
108
– – ﹤0.01% 606
2019
Q3 		$17.1K Buy
+108
New +$17K ﹤0.01% 697

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return