Financial Gravity Asset Management’s M&T Bank MTB Stock Holding History

Financial Gravity Asset Management’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
2024 Q1	–	Sell	-6	Closed	-$862	–	1275
2023 Q4	$862	Buy	+6	New	+$754	﹤0.01%	808
2019 Q4	$175K	Sell	56 -18	-24%	-$2.92K	0.12%	142
2019 Q3	$12K	Sell	74 -28	-27%	-$4.41K	0.01%	577
2019 Q2	$17K	Buy	102 +61	+149%	+$10.1K	0.01%	505
2019 Q1	$7K	Buy	+41	New	+$6.73K	0.01%	625
2018 Q3	$30K	Buy	187 +184	+6,133%	+$31.9K	0.03%	423
2018 Q2	$0	Sell	3 -3	-50%	-$538	﹤0.01%	1542
2018 Q1	$1K	Buy	+6	New	+$1.12K	﹤0.01%	1204

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Financial Gravity Asset Management's MTB Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 6 shares — an estimated $862 sold.

Financial Gravity Asset Management first reported a position in MTB in Q1 2018 and held it in 8 quarters. The position peaked at $175K in Q4 2019. 895 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

Financial Gravity Asset Management reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 6 M&T Bank shares in Q1 2024, an estimated $862.
Financial Gravity Asset Management first reported a position in M&T Bank in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's M&T Bank position peaked at $175K in Q4 2019.
895 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.