FinTrust Capital Advisors’s M&T Bank MTB Stock Holding History

FinTrust Capital 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
2024 Q3	$1.43K	Hold	8	–	–	﹤0.01%	1251
2024 Q2	$1.21K	Hold	8	–	–	﹤0.01%	1239
2024 Q1	$1.16K	Hold	8	–	–	﹤0.01%	1152
2023 Q4	$1.1K	Sell	8 -23	-74%	-$2.89K	﹤0.01%	1134
2023 Q3	$3.92K	Sell	31 -9	-23%	-$1.17K	﹤0.01%	935
2023 Q2	$5.8K	Hold	40	–	–	﹤0.01%	847
2023 Q1	$5.8K	Hold	40	–	–	﹤0.01%	840
2022 Q4	$5.8K	Sell	40 -12	-23%	-$1.97K	﹤0.01%	838
2022 Q3	$10K	Sell	52 -6	-10%	-$1.06K	﹤0.01%	876
2022 Q2	$10K	Hold	58	–	–	﹤0.01%	890
2022 Q1	$9K	Hold	58	–	–	﹤0.01%	976
2021 Q4	$9K	Hold	58	–	–	﹤0.01%	937
2021 Q3	$9K	Hold	58	–	–	﹤0.01%	937
2021 Q2	$8K	Buy	58 +21	+57%	+$3.28K	﹤0.01%	974
2021 Q1	$6K	Sell	37 -17	-31%	-$2.51K	﹤0.01%	1002
2020 Q4	$7K	Sell	54 -7	-11%	-$797	﹤0.01%	916
2020 Q3	$6	Buy	61 +16	+36%	+$1.64K	﹤0.01%	940
2020 Q2	$5K	Buy	45 +13	+41%	+$1.37K	﹤0.01%	835
2020 Q1	$3K	Hold	32	–	–	﹤0.01%	954
2019 Q4	$5K	Hold	32	–	–	﹤0.01%	861
2019 Q3	$5K	Sell	32 -11	-26%	-$1.73K	﹤0.01%	877
2019 Q2	$7K	Hold	43	–	–	﹤0.01%	783
2019 Q1	$6K	Hold	43	–	–	﹤0.01%	894
2018 Q4	$6K	Buy	+43	New	+$6.87K	﹤0.01%	887

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FinTrust Capital Advisors's MTB Position: Q3 2024 in Review

FinTrust Capital Advisors held its M&T Bank (MTB) position steady in Q3 2024 at 8 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

FinTrust Capital Advisors first reported a position in MTB in Q4 2018 and has held it in 24 quarters since. The position peaked at $10K in Q3 2022. 941 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

FinTrust Capital Advisors held 8 shares of M&T Bank worth $1.43K as of Q3 2024.
FinTrust Capital Advisors left its M&T Bank share count unchanged in Q3 2024.
M&T Bank made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1251 holding.
FinTrust Capital Advisors first reported a position in M&T Bank in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's M&T Bank position peaked at $10K in Q3 2022.
941 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.