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Gilliland Jeter Wealth Management’s M&T Bank MTB Stock Holding History

Gilliland Jeter Wealth 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
Q4 		– Sell
-111
Closed -$19.8K – 473
2024
Q3 		$19.8K Hold
111
– – 0.01% 394
2024
Q2 		$16.8K Hold
111
– – 0.01% 399
2024
Q1 		$16.1K Buy
+111
New +$15.4K 0.01% 392

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gilliland Jeter Wealth Management's MTB Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 111 shares — an estimated $19.8K sold.

Gilliland Jeter Wealth Management first reported a position in MTB in Q1 2024 and held it in 3 quarters. The position peaked at $19.8K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 111 M&T Bank shares in Q4 2024, an estimated $19.8K.
  • Gilliland Jeter Wealth Management first reported a position in M&T Bank in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's M&T Bank position peaked at $19.8K in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.