Meridian Wealth Partners’s M&T Bank MTB Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-14	Closed	-$2K	–	822
2021 Q1	$2K	Buy	+14	New	+$2.06K	﹤0.01%	1015

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Meridian Wealth Partners's MTB Position: Q2 2021 in Review

Meridian Wealth Partners sold out of M&T Bank (MTB) in Q2 2021, closing a stake of 14 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in MTB in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 674 funds tracked by Wall St. Rank hold MTB as of Q2 2021.

Meridian Wealth Partners reported no remaining M&T Bank position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 14 M&T Bank shares in Q2 2021, an estimated $2K.
Meridian Wealth Partners first reported a position in M&T Bank in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's M&T Bank position peaked at $2K in Q1 2021.
674 funds tracked by Wall St. Rank held M&T Bank as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.