Liberty Wealth Management’s M&T Bank MTB Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-54	Closed	-$8K	–	754
2021 Q3	$8K	Buy	54 +1	+2%	+$139	﹤0.01%	869
2021 Q2	$8K	Sell	53 -2	-4%	-$312	﹤0.01%	709
2021 Q1	$7K	Hold	55	–	–	﹤0.01%	661
2020 Q4	$7K	Buy	55 +3	+6%	+$342	﹤0.01%	654
2020 Q3	$5K	Buy	52 +1	+2%	+$102	﹤0.01%	631
2020 Q2	$5K	Hold	51	–	–	﹤0.01%	617
2020 Q1	$5K	Sell	51 -23	-31%	-$3.38K	﹤0.01%	583
2019 Q4	$13K	Buy	+74	New	+$12K	0.01%	499
2019 Q3	–	Sell	-229	Closed	-$39K	–	934
2019 Q2	$39K	Sell	229 -7	-3%	-$1.16K	0.03%	289
2019 Q1	$37K	Buy	236 +214	+973%	+$35.1K	0.03%	249
2018 Q4	$3K	Buy	+22	New	+$3.52K	﹤0.01%	635

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Liberty Wealth Management's MTB Position: Q4 2021 in Review

Liberty Wealth Management sold out of M&T Bank (MTB) in Q4 2021, closing a stake of 54 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in MTB in Q4 2018 and held it in 11 quarters. The position peaked at $39K in Q2 2019. 704 funds tracked by Wall St. Rank hold MTB as of Q4 2021.

Liberty Wealth Management reported no remaining M&T Bank position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 54 M&T Bank shares in Q4 2021, an estimated $8K.
Liberty Wealth Management first reported a position in M&T Bank in Q4 2018 and held it in 11 quarters.
Liberty Wealth Management's M&T Bank position peaked at $39K in Q2 2019.
704 funds tracked by Wall St. Rank held M&T Bank as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.