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

Inspire 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
2024
Q2 		– Sell
-8,375
Closed -$1.22M – 440
2024
Q1 		$1.22M Buy
8,375
+1,532
+22% +$212K 0.17% 64
2023
Q4 		$938K Buy
6,843
+372
+6% +$46.7K 0.14% 92
2023
Q3 		$818K Buy
6,471
+328
+5% +$42.8K 0.14% 69
2023
Q2 		$760K Buy
+6,143
New +$743K 0.15% 72

Other funds holding MTB

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

Inspire Advisors's MTB Position: Q2 2024 in Review

Inspire Advisors sold out of M&T Bank (MTB) in Q2 2024, closing a stake of 8,375 shares — an estimated $1.22M sold.

Inspire Advisors first reported a position in MTB in Q2 2023 and held it in 4 quarters. The position peaked at $1.22M in Q1 2024. 918 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

  • Inspire Advisors reported no remaining M&T Bank position as of Q2 2024 after selling out during the quarter.
  • Inspire Advisors sold 8,375 M&T Bank shares in Q2 2024, an estimated $1.22M.
  • Inspire Advisors first reported a position in M&T Bank in Q2 2023 and held it in 4 quarters.
  • Inspire Advisors's M&T Bank position peaked at $1.22M in Q1 2024.
  • 918 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on Inspire Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.