GW & Wade’s M&T Bank MTB Stock Holding History

GW & Wade’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 Q4	–	Sell	-1,224	Closed	-$216K	–	396
2022 Q3	$216K	Sell	1,224 -150	-11%	-$26.5K	0.01%	347
2022 Q2	$219K	Buy	+1,374	New	+$231K	0.01%	352

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

GW & Wade's MTB Position: Q4 2022 in Review

GW & Wade sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 1,224 shares — an estimated $216K sold.

GW & Wade first reported a position in MTB in Q2 2022 and held it in 2 quarters. The position peaked at $219K in Q2 2022. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

GW & Wade reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
GW & Wade sold 1,224 M&T Bank shares in Q4 2022, an estimated $216K.
GW & Wade first reported a position in M&T Bank in Q2 2022 and held it in 2 quarters.
GW & Wade's M&T Bank position peaked at $219K in Q2 2022.
896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on GW & Wade's 13F filing for Q4 2022, filed 10 Feb 2023.