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	–	453
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	–	665
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Evolution Wealth Advisors's MTB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of M&T Bank (MTB) in Q4 2021, closing a stake of 55 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in MTB in Q2 2019 and held it in 9 quarters. The position peaked at $11K in Q2 2020. 704 funds tracked by Wall St. Rank hold MTB as of Q4 2021.

Evolution Wealth Advisors reported no remaining M&T Bank position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 55 M&T Bank shares in Q4 2021, an estimated $8K.
Evolution Wealth Advisors first reported a position in M&T Bank in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's M&T Bank position peaked at $11K in Q2 2020.
704 funds tracked by Wall St. Rank held M&T Bank as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.