JWCA
MTB icon

J.W. Coons Advisors’s M&T Bank MTB Stock Holding History

J.W. Coons 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
-2,135
Closed -$311K – 246
2024
Q1 		$311K Sell
2,135
-240
-10% -$33.3K 0.07% 192
2023
Q4 		$326K Sell
2,375
-105
-4% -$13.2K 0.09% 184
2023
Q3 		$314K Sell
2,480
-855
-26% -$112K 0.09% 179
2023
Q2 		$413K Sell
3,335
-2,585
-44% -$313K 0.11% 157
2023
Q1 		$708K Buy
5,920
+595
+11% +$86.4K 0.2% 117
2022
Q4 		$772K Sell
5,325
-163
-3% -$26.8K 0.23% 102
2022
Q3 		$968K Buy
5,488
+810
+17% +$143K 0.37% 78
2022
Q2 		$747K Buy
4,678
+2,960
+172% +$497K 0.26% 96
2022
Q1 		$291K Hold
1,718
– – 0.09% 202
2021
Q4 		$264K Hold
1,718
– – 0.08% 208
2021
Q3 		$257K Hold
1,718
– – 0.09% 204
2021
Q2 		$249K Hold
1,718
– – 0.09% 195
2021
Q1 		$260K Hold
1,718
– – 0.09% 184
2020
Q4 		$218K Sell
1,718
-501
-23% -$57.1K 0.08% 192
2020
Q3 		$204K Sell
2,219
-202
-8% -$20.6K 0.08% 191
2020
Q2 		$253K Hold
2,421
– – 0.11% 165
2020
Q1 		$250K Buy
+2,421
New +$356K 0.13% 160

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

J.W. Coons Advisors's MTB Position: Q2 2024 in Review

J.W. Coons Advisors sold out of M&T Bank (MTB) in Q2 2024, closing a stake of 2,135 shares — an estimated $311K sold.

J.W. Coons Advisors first reported a position in MTB in Q1 2020 and held it in 17 quarters. The position peaked at $968K in Q3 2022. 921 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

  • J.W. Coons Advisors reported no remaining M&T Bank position as of Q2 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 2,135 M&T Bank shares in Q2 2024, an estimated $311K.
  • J.W. Coons Advisors first reported a position in M&T Bank in Q1 2020 and held it in 17 quarters.
  • J.W. Coons Advisors's M&T Bank position peaked at $968K in Q3 2022.
  • 921 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on J.W. Coons Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.