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GW Henssler & Associates’s M&T Bank MTB Stock Holding History

GW Henssler & Associates’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
2020
Q2 		– Sell
-2,554
Closed -$264K – 219
2020
Q1 		$264K Buy
2,554
+28
+1% +$4.12K 0.03% 163
2019
Q4 		$429K Buy
2,526
+426
+20% +$69.1K 0.04% 153
2019
Q3 		$332K Hold
2,100
– – 0.03% 159
2019
Q2 		$357K Buy
+2,100
New +$348K 0.03% 167

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GW Henssler & Associates's MTB Position: Q2 2020 in Review

GW Henssler & Associates sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 2,554 shares — an estimated $264K sold.

GW Henssler & Associates first reported a position in MTB in Q2 2019 and held it in 4 quarters. The position peaked at $429K in Q4 2019. 595 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

  • GW Henssler & Associates reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
  • GW Henssler & Associates sold 2,554 M&T Bank shares in Q2 2020, an estimated $264K.
  • GW Henssler & Associates first reported a position in M&T Bank in Q2 2019 and held it in 4 quarters.
  • GW Henssler & Associates's M&T Bank position peaked at $429K in Q4 2019.
  • 595 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on GW Henssler & Associates's 13F filing for Q2 2020, filed 21 Jul 2020.