GoalVest Advisory’s M&T Bank MTB Stock Holding History

GoalVest 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
2023 Q4	–	Sell	-2	Closed	-$253	–	451
2023 Q3	$253	Buy	+2	New	+$261	﹤0.01%	467

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

GoalVest Advisory's MTB Position: Q4 2023 in Review

GoalVest Advisory sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 2 shares — an estimated $253 sold.

GoalVest Advisory first reported a position in MTB in Q3 2023 and held it in 1 quarter. The position peaked at $253 in Q3 2023. 887 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

GoalVest Advisory reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 2 M&T Bank shares in Q4 2023, an estimated $253.
GoalVest Advisory first reported a position in M&T Bank in Q3 2023 and held it in 1 quarter.
GoalVest Advisory's M&T Bank position peaked at $253 in Q3 2023.
887 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.