Gradient Investments’s M&T Bank MTB Stock Holding History

Gradient Investments’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 Q3	–	Sell	-1	Closed	-$151	–	927
2024 Q2	$151	Sell	1 -8	-89%	-$1.17K	﹤0.01%	1291
2024 Q1	$1.31K	Hold	9	–	–	﹤0.01%	876
2023 Q4	$1.23K	Hold	9	–	–	﹤0.01%	1357
2023 Q3	$1.14K	Sell	9 -3	-25%	-$391	﹤0.01%	1327
2023 Q2	$1.49K	Sell	12 -3	-20%	-$363	﹤0.01%	1239
2023 Q1	$1.79K	Sell	15 -5	-25%	-$726	﹤0.01%	1124
2022 Q4	$2.9K	Buy	20 +5	+33%	+$822	﹤0.01%	1032
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	1069
2022 Q2	$2K	Buy	15 +8	+114%	+$1.34K	﹤0.01%	1055
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	1111
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	1165
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	1087
2021 Q2	$1K	Sell	7 -14	-67%	-$2.19K	﹤0.01%	1086
2021 Q1	$3K	Buy	21 +14	+200%	+$2.06K	﹤0.01%	963
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	1066
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	1071
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	990
2020 Q1	$1K	Sell	7 -4	-36%	-$588	﹤0.01%	1019
2019 Q4	$2K	Hold	11	–	–	﹤0.01%	949
2019 Q3	$2K	Buy	+11	New	+$1.73K	﹤0.01%	932
2018 Q4	–	Sell	-20	Closed	-$3K	–	1031
2018 Q3	$3K	Hold	20	–	–	﹤0.01%	810
2018 Q2	$3K	Hold	20	–	–	﹤0.01%	777
2018 Q1	$4K	Hold	20	–	–	﹤0.01%	749
2017 Q4	$3K	Buy	+20	New	+$3.32K	﹤0.01%	765
2015 Q4	–	Sell	-1	Closed	–	–	720
2015 Q3	$0	Buy	+1	New	+$125	﹤0.01%	653

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gradient Investments's MTB Position: Q3 2024 in Review

Gradient Investments sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 1 share — an estimated $151 sold.

Gradient Investments first reported a position in MTB in Q3 2015 and held it in 25 quarters. The position peaked at $4K in Q1 2018. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

Gradient Investments reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1 M&T Bank share in Q3 2024, an estimated $151.
Gradient Investments first reported a position in M&T Bank in Q3 2015 and held it in 25 quarters.
Gradient Investments's M&T Bank position peaked at $4K in Q1 2018.
944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.