M&T Bank
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M&T Bank’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

M&T Bank’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,750
Closed -$576K – 1662
2023
Q4 		$576K Sell
8,750
-1,475
-14% -$85.8K ﹤0.01% 1077
2023
Q3 		$583K Sell
10,225
-9,850
-49% -$601K ﹤0.01% 1022
2023
Q2 		$1.23M Hold
20,075
– – ﹤0.01% 795
2023
Q1 		$1.26M Hold
20,075
– – ﹤0.01% 779
2022
Q4 		$1.27M Hold
20,075
– – 0.01% 767
2022
Q3 		$1.18M Hold
20,075
– – 0.01% 762
2022
Q2 		$1K Buy
+20,075
New +$1.16M ﹤0.01% 1612

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

M&T Bank's PBE Position: Q1 2024 in Review

M&T Bank sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2024, closing a stake of 8,750 shares — an estimated $576K sold.

M&T Bank first reported a position in PBE in Q2 2022 and held it in 7 quarters. The position peaked at $1.27M in Q4 2022. 102 funds tracked by Wall St. Rank hold PBE as of Q1 2024.

  • M&T Bank reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2024 after selling out during the quarter.
  • M&T Bank sold 8,750 Invesco Biotechnology & Genome ETF shares in Q1 2024, an estimated $576K.
  • M&T Bank first reported a position in Invesco Biotechnology & Genome ETF in Q2 2022 and held it in 7 quarters.
  • M&T Bank's Invesco Biotechnology & Genome ETF position peaked at $1.27M in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2024.

Based on M&T Bank's 13F filing for Q1 2024, filed 7 May 2024.