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FWL Investment Management’s M&T Bank MTB Stock Holding History

FWL Investment 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
-14
Closed -$1.92K – 249
2023
Q4 		$1.92K Buy
+14
New +$1.76K ﹤0.01% 215
2022
Q3 		– Sell
-31,641
Closed -$5.04M – 68
2022
Q2 		$5.04M Sell
31,641
-4,671
-13% -$785K 3.66% 12
2022
Q1 		$6.16M Buy
36,312
+22,911
+171% +$4.04M 3.8% 9
2021
Q4 		$2.06M Sell
13,401
-2,506
-16% -$385K 1.26% 24
2021
Q3 		$2.38M Sell
15,907
-14,793
-48% -$2.05M 1.49% 26
2021
Q2 		$4.46M Buy
30,700
+17,920
+140% +$2.8M 2.71% 20
2021
Q1 		$1.94M Buy
+12,780
New +$1.88M 1.31% 28

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FWL Investment Management's MTB Position: Q1 2024 in Review

FWL Investment Management sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 14 shares — an estimated $1.92K sold.

FWL Investment Management first reported a position in MTB in Q1 2021 and held it in 7 quarters. The position peaked at $6.16M in Q1 2022. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • FWL Investment Management reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
  • FWL Investment Management sold 14 M&T Bank shares in Q1 2024, an estimated $1.92K.
  • FWL Investment Management first reported a position in M&T Bank in Q1 2021 and held it in 7 quarters.
  • FWL Investment Management's M&T Bank position peaked at $6.16M in Q1 2022.
  • 893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on FWL Investment Management's 13F filing for Q1 2024, filed 13 May 2024.