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Knowledge Leaders Capital’s M&T Bank MTB Stock Holding History

Knowledge Leaders Capital’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
2021
Q3 		– Sell
-6,416
Closed -$932K – 122
2021
Q2 		$932K Hold
6,416
– – 0.62% 73
2021
Q1 		$973K Buy
+6,416
New +$946K 0.77% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Knowledge Leaders Capital's MTB Position: Q3 2021 in Review

Knowledge Leaders Capital sold out of M&T Bank (MTB) in Q3 2021, closing a stake of 6,416 shares — an estimated $932K sold.

Knowledge Leaders Capital first reported a position in MTB in Q1 2021 and held it in 2 quarters. The position peaked at $973K in Q1 2021. 646 funds tracked by Wall St. Rank hold MTB as of Q3 2021.

  • Knowledge Leaders Capital reported no remaining M&T Bank position as of Q3 2021 after selling out during the quarter.
  • Knowledge Leaders Capital sold 6,416 M&T Bank shares in Q3 2021, an estimated $932K.
  • Knowledge Leaders Capital first reported a position in M&T Bank in Q1 2021 and held it in 2 quarters.
  • Knowledge Leaders Capital's M&T Bank position peaked at $973K in Q1 2021.
  • 646 funds tracked by Wall St. Rank held M&T Bank as of Q3 2021.

Based on Knowledge Leaders Capital's 13F filing for Q3 2021, filed 4 Nov 2021.