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

Fortis 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
2023 Q2	–	Sell	-3	Closed	-$359	–	433
2023 Q1	$359	Hold	3	–	–	﹤0.01%	632
2022 Q4	$435	Buy	+3	New	+$493	﹤0.01%	633

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Fortis Capital Advisors's MTB Position: Q2 2023 in Review

Fortis Capital Advisors sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 3 shares — an estimated $359 sold.

Fortis Capital Advisors first reported a position in MTB in Q4 2022 and held it in 2 quarters. The position peaked at $435 in Q4 2022. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

Fortis Capital Advisors reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 3 M&T Bank shares in Q2 2023, an estimated $359.
Fortis Capital Advisors first reported a position in M&T Bank in Q4 2022 and held it in 2 quarters.
Fortis Capital Advisors's M&T Bank position peaked at $435 in Q4 2022.
828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.