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Global Wealth Management Investment Advisory’s M&T Bank MTB Stock Holding History

Global Wealth Management Investment Advisory’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
-17
Closed -$2.33K – 325
2023
Q4 		$2.33K Hold
17
– – ﹤0.01% 389
2023
Q3 		$2.15K Hold
17
– – ﹤0.01% 378
2023
Q2 		$2.1K Buy
+17
New +$2.06K ﹤0.01% 388
2022
Q3 		– Sell
-17
Closed -$3K – 347
2022
Q2 		$3K Buy
+17
New +$2.86K ﹤0.01% 388

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

Global Wealth Management Investment Advisory's MTB Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 17 shares — an estimated $2.33K sold.

Global Wealth Management Investment Advisory first reported a position in MTB in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 894 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 17 M&T Bank shares in Q1 2024, an estimated $2.33K.
  • Global Wealth Management Investment Advisory first reported a position in M&T Bank in Q2 2022 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's M&T Bank position peaked at $3K in Q2 2022.
  • 894 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.