Morton Brown Family Wealth’s M&T Bank MTB Stock Holding History

Morton Brown Family Wealth’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
2022 Q3	–	Sell	-12	Closed	-$2K	–	298
2022 Q2	$2K	Buy	+12	New	+$2.02K	﹤0.01%	199

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morton Brown Family Wealth's MTB Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of M&T Bank (MTB) in Q3 2022, closing a stake of 12 shares — an estimated $2K sold.

Morton Brown Family Wealth first reported a position in MTB in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 922 funds tracked by Wall St. Rank hold MTB as of Q3 2022.

Morton Brown Family Wealth reported no remaining M&T Bank position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 12 M&T Bank shares in Q3 2022, an estimated $2K.
Morton Brown Family Wealth first reported a position in M&T Bank in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's M&T Bank position peaked at $2K in Q2 2022.
922 funds tracked by Wall St. Rank held M&T Bank as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.