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

Howard 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
2024 Q3	–	Sell	-1,388	Closed	-$210K	–	114
2024 Q2	$210K	Sell	1,388 -1,075	-44%	-$157K	0.17%	92
2024 Q1	$358K	Hold	2,463	–	–	0.29%	66
2023 Q4	$338K	Hold	2,463	–	–	0.28%	70
2023 Q3	$311K	Hold	2,463	–	–	0.29%	69
2023 Q2	$305K	Hold	2,463	–	–	0.26%	75
2023 Q1	$295K	Hold	2,463	–	–	0.25%	84
2022 Q4	$357K	Sell	2,463 -509	-17%	-$83.7K	0.29%	73
2022 Q3	$524K	Buy	2,972 +59	+2%	+$10.4K	0.37%	60
2022 Q2	$464K	Buy	+2,913	New	+$490K	0.49%	36
2020 Q1	–	Sell	-10	Closed	-$1K	–	348
2019 Q4	$1K	Buy	+10	New	+$1.62K	﹤0.01%	501

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Howard Wealth Management's MTB Position: Q3 2024 in Review

Howard Wealth Management sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 1,388 shares — an estimated $210K sold.

Howard Wealth Management first reported a position in MTB in Q4 2019 and held it in 10 quarters. The position peaked at $524K in Q3 2022. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

Howard Wealth Management reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
Howard Wealth Management sold 1,388 M&T Bank shares in Q3 2024, an estimated $210K.
Howard Wealth Management first reported a position in M&T Bank in Q4 2019 and held it in 10 quarters.
Howard Wealth Management's M&T Bank position peaked at $524K in Q3 2022.
944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Howard Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.