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Industrial Alliance Investment Management’s M&T Bank MTB Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-3,704
Closed -$443K – 384
2023
Q1 		$443K Sell
3,704
-20,356
-85% -$2.95M 0.01% 370
2022
Q4 		$3.49M Buy
+24,060
New +$3.96M 0.1% 175

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Industrial Alliance Investment Management's MTB Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 3,704 shares — an estimated $443K sold.

Industrial Alliance Investment Management first reported a position in MTB in Q4 2022 and held it in 2 quarters. The position peaked at $3.49M in Q4 2022. 830 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 3,704 M&T Bank shares in Q2 2023, an estimated $443K.
  • Industrial Alliance Investment Management first reported a position in M&T Bank in Q4 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's M&T Bank position peaked at $3.49M in Q4 2022.
  • 830 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.