LWM
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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 – 935
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return