Intercontinental Wealth Advisors’s M&T Bank MTB Stock Holding History

Intercontinental Wealth 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
2023 Q2	$292K	Buy	+2,363	New	+$286K	0.07%	262

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Intercontinental Wealth Advisors's MTB Position: Q2 2023 in Review

Intercontinental Wealth Advisors opened a new position in M&T Bank (MTB) in Q2 2023: 2,363 shares worth $292K. The stake represents 0.07% of the portfolio and ranks #262 among its holdings.

828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

Intercontinental Wealth Advisors held 2,363 shares of M&T Bank worth $292K as of Q2 2023.
M&T Bank was a new Intercontinental Wealth Advisors position in Q2 2023.
M&T Bank made up 0.07% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #262 holding.
828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.