Janiczek Wealth Management’s M&T Bank MTB Stock Holding History

Janiczek Wealth 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
2024 Q2	$61.8K	Sell	408 -22	-5%	-$3.21K	0.01%	366
2024 Q1	$62.5K	Hold	430	–	–	0.01%	374
2023 Q4	$58.9K	Sell	430 -133	-24%	-$16.7K	0.01%	362
2023 Q3	$71.2K	Hold	563	–	–	0.02%	313
2023 Q2	$69.7K	Buy	563 +311	+123%	+$37.6K	0.02%	274
2023 Q1	$29.4K	Buy	252 +197	+358%	+$28.6K	0.01%	389
2022 Q4	$8.23K	Hold	55	–	–	﹤0.01%	598
2022 Q3	$10K	Hold	55	–	–	﹤0.01%	547
2022 Q2	$10K	Buy	55 +4	+8%	+$672	﹤0.01%	576
2022 Q1	$9K	Buy	51 +21	+70%	+$3.7K	﹤0.01%	589
2021 Q4	$5K	Buy	30 +25	+500%	+$3.84K	﹤0.01%	711
2021 Q3	$1K	Buy	+5	New	+$693	﹤0.01%	914

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janiczek Wealth Management's MTB Position: Q2 2024 in Review

Janiczek Wealth Management reduced its M&T Bank (MTB) stake by 5.1% in Q2 2024, selling an estimated $3.21K and leaving 408 shares worth $61.8K. The position accounts for 0.01% of the portfolio, ranked #366.

Janiczek Wealth Management first reported a position in MTB in Q3 2021 and has held it in 12 quarters since. The position peaked at $71.2K in Q3 2023. 921 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

Janiczek Wealth Management held 408 shares of M&T Bank worth $61.8K as of Q2 2024.
Janiczek Wealth Management sold 22 M&T Bank shares in Q2 2024, an estimated $3.21K.
M&T Bank made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #366 holding.
Janiczek Wealth Management first reported a position in M&T Bank in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's M&T Bank position peaked at $71.2K in Q3 2023.
921 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.