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

GSB 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
Q3 		– Sell
-1,474
Closed -$223K – 237
2024
Q2 		$223K Buy
1,474
+3
+0.2% +$438 0.06% 210
2024
Q1 		$214K Buy
+1,471
New +$204K 0.06% 205
2023
Q3 		– Sell
-3,486
Closed -$431K – 202
2023
Q2 		$431K Sell
3,486
-1,127
-24% -$136K 0.14% 139
2023
Q1 		$552K Buy
4,613
+47
+1% +$6.82K 0.18% 137
2022
Q4 		$662K Sell
4,566
-854
-16% -$140K 0.24% 125
2022
Q3 		$956K Sell
5,420
-101
-2% -$17.9K 0.35% 105
2022
Q2 		$880K Buy
+5,521
New +$928K 0.3% 110

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

GSB Wealth Management's MTB Position: Q3 2024 in Review

GSB Wealth Management sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 1,474 shares — an estimated $223K sold.

GSB Wealth Management first reported a position in MTB in Q2 2022 and held it in 7 quarters. The position peaked at $956K in Q3 2022. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • GSB Wealth Management reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
  • GSB Wealth Management sold 1,474 M&T Bank shares in Q3 2024, an estimated $223K.
  • GSB Wealth Management first reported a position in M&T Bank in Q2 2022 and held it in 7 quarters.
  • GSB Wealth Management's M&T Bank position peaked at $956K in Q3 2022.
  • 944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on GSB Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.