My Personal CFO LLC’s M&T Bank MTB Stock Holding History

My Personal CFO LLC’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	-10	Closed	-$1.45K	–	546
2022 Q4	$1.45K	Buy	+10	New	+$1.64K	﹤0.01%	570

Other funds holding MTB

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

My Personal CFO LLC's MTB Position: Q1 2023 in Review

My Personal CFO LLC sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 10 shares — an estimated $1.45K sold.

My Personal CFO LLC first reported a position in MTB in Q4 2022 and held it in 1 quarter. The position peaked at $1.45K in Q4 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

My Personal CFO LLC reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 10 M&T Bank shares in Q1 2023, an estimated $1.45K.
My Personal CFO LLC first reported a position in M&T Bank in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's M&T Bank position peaked at $1.45K in Q4 2022.
825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.