Laurel Wealth Advisors (North Carolina)’s M&T Bank MTB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2023 Q1	–	Sell	-26	Closed	-$3.77K	–	606
2022 Q4	$3.77K	Hold	26	–	–	﹤0.01%	451
2022 Q3	$5K	Hold	26	–	–	﹤0.01%	428
2022 Q2	$4K	Buy	26 +14	+117%	+$2.35K	﹤0.01%	472
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	590
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	590
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	601
2021 Q2	$2K	Buy	+12	New	+$1.88K	﹤0.01%	676

Other funds holding MTB

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Laurel Wealth Advisors (North Carolina)'s MTB Position: Q1 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 26 shares — an estimated $3.77K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MTB in Q2 2021 and held it in 7 quarters. The position peaked at $5K in Q3 2022. 826 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 26 M&T Bank shares in Q1 2023, an estimated $3.77K.
Laurel Wealth Advisors (North Carolina) first reported a position in M&T Bank in Q2 2021 and held it in 7 quarters.
Laurel Wealth Advisors (North Carolina)'s M&T Bank position peaked at $5K in Q3 2022.
826 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2023, filed 8 May 2023.