FEG
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Financial Enhancement Group’s M&T Bank MTB Stock Holding History

Financial Enhancement Group’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
Q2 		– Sell
-60
Closed -$9K – 297
2021
Q1 		$9K Hold
60
– – ﹤0.01% 187
2020
Q4 		$8K Buy
+60
New +$6.83K ﹤0.01% 210

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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Enhancement Group's MTB Position: Q2 2021 in Review

Financial Enhancement Group sold out of M&T Bank (MTB) in Q2 2021, closing a stake of 60 shares — an estimated $9K sold.

Financial Enhancement Group first reported a position in MTB in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 674 funds tracked by Wall St. Rank hold MTB as of Q2 2021.

  • Financial Enhancement Group reported no remaining M&T Bank position as of Q2 2021 after selling out during the quarter.
  • Financial Enhancement Group sold 60 M&T Bank shares in Q2 2021, an estimated $9K.
  • Financial Enhancement Group first reported a position in M&T Bank in Q4 2020 and held it in 2 quarters.
  • Financial Enhancement Group's M&T Bank position peaked at $9K in Q1 2021.
  • 674 funds tracked by Wall St. Rank held M&T Bank as of Q2 2021.

Based on Financial Enhancement Group's 13F filing for Q2 2021, filed 10 Aug 2021.