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Garrett Wealth Advisory Group’s M&T Bank MTB Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-11
Closed -$1.74K – 428
2019
Q3 		$1.74K Buy
+11
New +$1.73K ﹤0.01% 598

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Garrett Wealth Advisory Group's MTB Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of M&T Bank (MTB) in Q4 2019, closing a stake of 11 shares — an estimated $1.74K sold.

Garrett Wealth Advisory Group first reported a position in MTB in Q3 2019 and held it in 1 quarter. The position peaked at $1.74K in Q3 2019. 674 funds tracked by Wall St. Rank hold MTB as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining M&T Bank position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 11 M&T Bank shares in Q4 2019, an estimated $1.74K.
  • Garrett Wealth Advisory Group first reported a position in M&T Bank in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's M&T Bank position peaked at $1.74K in Q3 2019.
  • 674 funds tracked by Wall St. Rank held M&T Bank as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.