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

Harvest Group 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
2021 Q1	–	Sell	-4	Closed	-$1K	–	450
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	511
2020 Q3	$0	Hold	4	–	–	﹤0.01%	734
2020 Q2	$0	Hold	4	–	–	﹤0.01%	715
2020 Q1	$0	Sell	4 -23	-85%	-$3.38K	﹤0.01%	805
2019 Q4	$4K	Hold	27	–	–	﹤0.01%	439
2019 Q3	$4K	Hold	27	–	–	﹤0.01%	487
2019 Q2	$4K	Hold	27	–	–	0.01%	398
2019 Q1	$4K	Buy	+27	New	+$4.43K	﹤0.01%	438

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Harvest Group Wealth Management's MTB Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of M&T Bank (MTB) in Q1 2021, closing a stake of 4 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in MTB in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 660 funds tracked by Wall St. Rank hold MTB as of Q1 2021.

Harvest Group Wealth Management reported no remaining M&T Bank position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 4 M&T Bank shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in M&T Bank in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's M&T Bank position peaked at $4K in Q4 2019.
660 funds tracked by Wall St. Rank held M&T Bank as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.