Halpern Financial’s M&T Bank MTB Stock Holding History

Halpern Financial’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	-10	Closed	-$1.49K	–	276
2021 Q3	$1.49K	Hold	10	–	–	﹤0.01%	242
2021 Q2	$1.45K	Hold	10	–	–	﹤0.01%	228
2021 Q1	$1.52K	Buy	+10	New	+$1.47K	﹤0.01%	229

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 $3.37T AUM 44.26% 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

Halpern Financial's MTB Position: Q4 2021 in Review

Halpern Financial sold out of M&T Bank (MTB) in Q4 2021, closing a stake of 10 shares — an estimated $1.49K sold.

Halpern Financial first reported a position in MTB in Q1 2021 and held it in 3 quarters. The position peaked at $1.52K in Q1 2021. 704 funds tracked by Wall St. Rank hold MTB as of Q4 2021.

Halpern Financial reported no remaining M&T Bank position as of Q4 2021 after selling out during the quarter.
Halpern Financial sold 10 M&T Bank shares in Q4 2021, an estimated $1.49K.
Halpern Financial first reported a position in M&T Bank in Q1 2021 and held it in 3 quarters.
Halpern Financial's M&T Bank position peaked at $1.52K in Q1 2021.
704 funds tracked by Wall St. Rank held M&T Bank as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.