EWA
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Evolution Wealth Advisors’s M&T Bank MTB Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-55
Closed -$8K – 456
2021
Q3 		$8K Hold
55
– – ﹤0.01% 430
2021
Q2 		$8K Hold
55
– – ﹤0.01% 445
2021
Q1 		$8K Sell
55
-24
-30% -$3.54K ﹤0.01% 457
2020
Q4 		$10K Hold
79
– – ﹤0.01% 352
2020
Q3 		$7K Sell
79
-25
-24% -$2.56K ﹤0.01% 397
2020
Q2 		$11K Buy
104
+79
+316% +$8.34K ﹤0.01% 275
2020
Q1 		$3K Buy
+25
New +$3.68K ﹤0.01% 286
2019
Q4 		– Sell
-25
Closed -$4K – 666
2019
Q3 		$4K Buy
25
+5
+25% +$787 ﹤0.01% 320
2019
Q2 		$3K Buy
+20
New +$3.31K ﹤0.01% 356

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return