JA
MTB icon

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

JOYN 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
2019
Q1 		– Sell
-239
Closed -$34K – 912
2018
Q4 		$34K Buy
239
+140
+141% +$22.4K 0.01% 468
2018
Q3 		$16K Buy
99
+18
+22% +$3.12K ﹤0.01% 772
2018
Q2 		$14K Buy
81
+32
+65% +$5.74K ﹤0.01% 790
2018
Q1 		$9K Buy
+49
New +$9.13K ﹤0.01% 787

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JOYN Advisors's MTB Position: Q1 2019 in Review

JOYN Advisors sold out of M&T Bank (MTB) in Q1 2019, closing a stake of 239 shares — an estimated $34K sold.

JOYN Advisors first reported a position in MTB in Q1 2018 and held it in 4 quarters. The position peaked at $34K in Q4 2018. 689 funds tracked by Wall St. Rank hold MTB as of Q1 2019.

  • JOYN Advisors reported no remaining M&T Bank position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 239 M&T Bank shares in Q1 2019, an estimated $34K.
  • JOYN Advisors first reported a position in M&T Bank in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's M&T Bank position peaked at $34K in Q4 2018.
  • 689 funds tracked by Wall St. Rank held M&T Bank as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.