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New England Guild Wealth Advisors’s M&T Bank MTB Stock Holding History

New England Guild Wealth Advisors’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
Q4 		$236K Sell
1,628
-66
-4% -$10.9K 0.12% 63
2022
Q3 		$299K Hold
1,694
– – 0.18% 54
2022
Q2 		$270K Buy
+1,694
New +$285K 0.17% 60

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New England Guild Wealth Advisors's MTB Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its M&T Bank (MTB) stake by 3.9% in Q4 2022, selling an estimated $10.9K and leaving 1,628 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #63.

New England Guild Wealth Advisors first reported a position in MTB in Q2 2022 and has held it in 3 quarters since. The position peaked at $299K in Q3 2022. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • New England Guild Wealth Advisors held 1,628 shares of M&T Bank worth $236K as of Q4 2022.
  • New England Guild Wealth Advisors sold 66 M&T Bank shares in Q4 2022, an estimated $10.9K.
  • M&T Bank made up 0.12% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #63 holding.
  • New England Guild Wealth Advisors first reported a position in M&T Bank in Q2 2022 and has held it in 3 quarters since.
  • New England Guild Wealth Advisors's M&T Bank position peaked at $299K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.