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Money Concepts Capital’s M&T Bank MTB Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-713
Closed -$103K – 1976
2022
Q4 		$103K Buy
713
+690
+3,000% +$113K ﹤0.01% 947
2022
Q3 		$4K Hold
23
– – ﹤0.01% 1274
2022
Q2 		$4K Sell
23
-46
-67% -$7.73K ﹤0.01% 1224
2022
Q1 		$12K Buy
+69
New +$12.2K ﹤0.01% 1851

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T 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 $1.02T AUM 30.18% 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

Money Concepts Capital's MTB Position: Q1 2023 in Review

Money Concepts Capital sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 713 shares — an estimated $103K sold.

Money Concepts Capital first reported a position in MTB in Q1 2022 and held it in 4 quarters. The position peaked at $103K in Q4 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

  • Money Concepts Capital reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 713 M&T Bank shares in Q1 2023, an estimated $103K.
  • Money Concepts Capital first reported a position in M&T Bank in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's M&T Bank position peaked at $103K in Q4 2022.
  • 825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.