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 $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return