Kore Private Wealth’s M&T Bank MTB Stock Holding History

Kore Private Wealth’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
2020 Q2	–	Sell	-12	Closed	-$1K	–	1227
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	1009
2019 Q4	$2K	Buy	+12	New	+$1.95K	﹤0.01%	937

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kore Private Wealth's MTB Position: Q2 2020 in Review

Kore Private Wealth sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 12 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in MTB in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 594 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

Kore Private Wealth reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
Kore Private Wealth sold 12 M&T Bank shares in Q2 2020, an estimated $1K.
Kore Private Wealth first reported a position in M&T Bank in Q4 2019 and held it in 2 quarters.
Kore Private Wealth's M&T Bank position peaked at $2K in Q4 2019.
594 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.