Graves Light Lenhart Wealth’s M&T Bank MTB Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-27	Closed	-$4K	–	417
2022 Q2	$4K	Buy	+27	New	+$4.54K	﹤0.01%	552

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Graves Light Lenhart Wealth's MTB Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of M&T Bank (MTB) in Q3 2022, closing a stake of 27 shares — an estimated $4K sold.

Graves Light Lenhart Wealth first reported a position in MTB in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 922 funds tracked by Wall St. Rank hold MTB as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining M&T Bank position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 27 M&T Bank shares in Q3 2022, an estimated $4K.
Graves Light Lenhart Wealth first reported a position in M&T Bank in Q2 2022 and held it in 1 quarter.
Graves Light Lenhart Wealth's M&T Bank position peaked at $4K in Q2 2022.
922 funds tracked by Wall St. Rank held M&T Bank as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.