Guidance Point Advisors’s M&T Bank MTB Stock Holding History

Guidance Point Advisors’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
2021 Q4	–	Sell	-69	Closed	-$10K	–	285
2021 Q3	$10K	Buy	+69	New	+$9.56K	﹤0.01%	252

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Guidance Point Advisors's MTB Position: Q4 2021 in Review

Guidance Point Advisors sold out of M&T Bank (MTB) in Q4 2021, closing a stake of 69 shares — an estimated $10K sold.

Guidance Point Advisors first reported a position in MTB in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 704 funds tracked by Wall St. Rank hold MTB as of Q4 2021.

Guidance Point Advisors reported no remaining M&T Bank position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 69 M&T Bank shares in Q4 2021, an estimated $10K.
Guidance Point Advisors first reported a position in M&T Bank in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's M&T Bank position peaked at $10K in Q3 2021.
704 funds tracked by Wall St. Rank held M&T Bank as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.