Lenox Wealth Advisors’s M&T Bank MTB Stock Holding History

Lenox Wealth 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
2022 Q1	$186K	Hold	1,139	–	–	0.02%	116
2021 Q4	$175K	Hold	1,139	–	–	0.02%	124
2021 Q3	$170K	Hold	1,139	–	–	0.02%	115
2021 Q2	$166K	Hold	1,139	–	–	0.02%	113
2021 Q1	$173K	Sell	1,139 -1,241	-52%	-$183K	0.02%	92
2020 Q4	$303K	Sell	2,380 -48	-2%	-$5.47K	0.04%	68
2020 Q3	$224K	Hold	2,428	–	–	0.03%	74
2020 Q2	$252K	Buy	2,428 +50	+2%	+$5.28K	0.04%	60
2020 Q1	$246K	Buy	2,378 +95	+4%	+$14K	0.05%	59
2019 Q4	$388K	Buy	2,283 +5	+0.2%	+$811	0.06%	59
2019 Q3	$360K	Hold	2,278	–	–	0.06%	55
2019 Q2	$387K	Hold	2,278	–	–	0.07%	48
2019 Q1	$358K	Hold	2,278	–	–	0.07%	46
2018 Q4	$326K	Hold	2,278	–	–	0.07%	52
2018 Q3	$375K	Buy	+2,278	New	+$395K	0.08%	45

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lenox Wealth Advisors's MTB Position: Q1 2022 in Review

Lenox Wealth Advisors held its M&T Bank (MTB) position steady in Q1 2022 at 1,139 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #116.

Lenox Wealth Advisors first reported a position in MTB in Q3 2018 and has held it in 15 quarters since. The position peaked at $388K in Q4 2019. 758 funds tracked by Wall St. Rank hold MTB as of Q1 2022.

Lenox Wealth Advisors held 1,139 shares of M&T Bank worth $186K as of Q1 2022.
Lenox Wealth Advisors left its M&T Bank share count unchanged in Q1 2022.
M&T Bank made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #116 holding.
Lenox Wealth Advisors first reported a position in M&T Bank in Q3 2018 and has held it in 15 quarters since.
Lenox Wealth Advisors's M&T Bank position peaked at $388K in Q4 2019.
758 funds tracked by Wall St. Rank held M&T Bank as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.