MLFP
MTB icon

MPS Loria Financial Planners’s M&T Bank MTB Stock Holding History

MPS Loria Financial Planners’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
-11
Closed -$1K – 407
2021
Q1 		$1K Hold
11
– – ﹤0.01% 519
2020
Q4 		$1K Buy
+11
New +$1.25K ﹤0.01% 557

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MPS Loria Financial Planners's MTB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of M&T Bank (MTB) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in MTB in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 674 funds tracked by Wall St. Rank hold MTB as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining M&T Bank position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 11 M&T Bank shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in M&T Bank in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's M&T Bank position peaked at $1K in Q1 2021.
  • 674 funds tracked by Wall St. Rank held M&T Bank as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.