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

ICA 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
2024
Q2 		– Sell
-7
Closed -$1.02K – 1107
2024
Q1 		$1.02K Buy
+7
New +$970 ﹤0.01% 1242

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ICA Group Wealth Management's MTB Position: Q2 2024 in Review

ICA Group Wealth Management sold out of M&T Bank (MTB) in Q2 2024, closing a stake of 7 shares — an estimated $1.02K sold.

ICA Group Wealth Management first reported a position in MTB in Q1 2024 and held it in 1 quarter. The position peaked at $1.02K in Q1 2024. 918 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

  • ICA Group Wealth Management reported no remaining M&T Bank position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 7 M&T Bank shares in Q2 2024, an estimated $1.02K.
  • ICA Group Wealth Management first reported a position in M&T Bank in Q1 2024 and held it in 1 quarter.
  • ICA Group Wealth Management's M&T Bank position peaked at $1.02K in Q1 2024.
  • 918 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.