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Newbridge Financial Services Group’s M&T Bank MTB Stock Holding History

Newbridge Financial Services Group’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
-7
Closed -$1.02K – 1452
2022
Q4 		$1.02K Hold
7
– – ﹤0.01% 1297
2022
Q3 		$1K Buy
+7
New +$1.24K ﹤0.01% 1313

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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
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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

Newbridge Financial Services Group's MTB Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 7 shares — an estimated $1.02K sold.

Newbridge Financial Services Group first reported a position in MTB in Q3 2022 and held it in 2 quarters. The position peaked at $1.02K in Q4 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 7 M&T Bank shares in Q1 2023, an estimated $1.02K.
  • Newbridge Financial Services Group first reported a position in M&T Bank in Q3 2022 and held it in 2 quarters.
  • Newbridge Financial Services Group's M&T Bank position peaked at $1.02K in Q4 2022.
  • 825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.