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Legacy Wealth Management (Mississippi)’s M&T Bank MTB Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q3 		– Sell
-4,120
Closed -$428K – 98
2020
Q2 		$428K Sell
4,120
-375
-8% -$39.6K 0.33% 71
2020
Q1 		$465K Sell
4,495
-3,285
-42% -$483K 0.43% 64
2019
Q4 		$1.32M Buy
+7,780
New +$1.26M 1.15% 23

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s MTB Position: Q3 2020 in Review

Legacy Wealth Management (Mississippi) sold out of M&T Bank (MTB) in Q3 2020, closing a stake of 4,120 shares — an estimated $428K sold.

Legacy Wealth Management (Mississippi) first reported a position in MTB in Q4 2019 and held it in 3 quarters. The position peaked at $1.32M in Q4 2019. 578 funds tracked by Wall St. Rank hold MTB as of Q3 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining M&T Bank position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 4,120 M&T Bank shares in Q3 2020, an estimated $428K.
  • Legacy Wealth Management (Mississippi) first reported a position in M&T Bank in Q4 2019 and held it in 3 quarters.
  • Legacy Wealth Management (Mississippi)'s M&T Bank position peaked at $1.32M in Q4 2019.
  • 578 funds tracked by Wall St. Rank held M&T Bank as of Q3 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q3 2020, filed 12 Dec 2024.