IndexIQ Advisors’s M&T Bank MTB Stock Holding History

IndexIQ Advisors’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 Q1	$364K	Buy	2,146 +22	+1%	+$3.88K	0.01%	935
2021 Q4	$326K	Sell	2,124 -98	-4%	-$15K	0.01%	910
2021 Q3	$332K	Buy	2,222 +109	+5%	+$15.1K	0.01%	949
2021 Q2	$307K	Buy	2,113 +114	+6%	+$17.8K	0.01%	973
2021 Q1	$303K	Sell	1,999 -18,038	-90%	-$2.66M	0.01%	948
2020 Q4	$2.55M	Buy	20,037 +1,725	+9%	+$196K	0.09%	168
2020 Q3	$1.69M	Sell	18,312 -93	-0.5%	-$9.51K	0.07%	187
2020 Q2	$1.91M	Sell	18,405 -67	-0.4%	-$7.07K	0.09%	176
2020 Q1	$1.91M	Sell	18,472 -8,153	-31%	-$1.2M	0.09%	161
2019 Q4	$4.52M	Buy	26,625 +5,774	+28%	+$937K	0.16%	125
2019 Q3	$3.29M	Sell	20,851 -7,145	-26%	-$1.12M	0.12%	143
2019 Q2	$4.76M	Sell	27,996 -257	-0.9%	-$42.6K	0.15%	108
2019 Q1	$4.44M	Buy	+28,253	New	+$4.64M	0.13%	139

Other funds holding MTB

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return