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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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evoke Wealth's MTB Position: Q4 2022 in Review

Evoke Wealth sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 116 shares — an estimated $20K sold.

Evoke Wealth first reported a position in MTB in Q3 2019 and held it in 13 quarters. The position peaked at $20K in Q3 2022. 895 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • Evoke Wealth reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 116 M&T Bank shares in Q4 2022, an estimated $20K.
  • Evoke Wealth first reported a position in M&T Bank in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's M&T Bank position peaked at $20K in Q3 2022.
  • 895 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.