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FormulaFolio Investments’s M&T Bank MTB Stock Holding History

FormulaFolio Investments’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 		$7K Hold
47
– – ﹤0.01% 308
2021
Q1 		$8K Buy
+47
New +$6.93K ﹤0.01% 302
2019
Q1 		– Sell
-4,249
Closed -$699K – 372
2018
Q4 		$699K Hold
4,249
– – 0.03% 178
2018
Q3 		$699K Buy
+4,249
New +$737K 0.03% 178

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $1.02T AUM 30.18% 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

FormulaFolio Investments's MTB Position: Q2 2021 in Review

FormulaFolio Investments held its M&T Bank (MTB) position steady in Q2 2021 at 47 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

FormulaFolio Investments first reported a position in MTB in Q3 2018 and has held it in 4 quarters since. The position peaked at $699K in Q4 2018. 673 funds tracked by Wall St. Rank hold MTB as of Q2 2021.

  • FormulaFolio Investments held 47 shares of M&T Bank worth $7K as of Q2 2021.
  • FormulaFolio Investments left its M&T Bank share count unchanged in Q2 2021.
  • M&T Bank made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #308 holding.
  • FormulaFolio Investments first reported a position in M&T Bank in Q3 2018 and has held it in 4 quarters since.
  • FormulaFolio Investments's M&T Bank position peaked at $699K in Q4 2018.
  • 673 funds tracked by Wall St. Rank held M&T Bank as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.