Nordwand Advisors’s M&T Bank MTB Stock Holding History

Nordwand 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
2024 Q1	–	Sell	-45	Closed	-$6.17K	–	168
2023 Q4	$6.17K	Buy	+45	New	+$5.65K	﹤0.01%	130
2023 Q1	–	Sell	-4,740	Closed	-$688K	–	132
2022 Q4	$688K	Buy	+4,740	New	+$779K	0.09%	47

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

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

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

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

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

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

Nordwand Advisors's MTB Position: Q1 2024 in Review

Nordwand Advisors sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 45 shares — an estimated $6.17K sold.

Nordwand Advisors first reported a position in MTB in Q4 2022 and held it in 2 quarters. The position peaked at $688K in Q4 2022. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

Nordwand Advisors reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
Nordwand Advisors sold 45 M&T Bank shares in Q1 2024, an estimated $6.17K.
Nordwand Advisors first reported a position in M&T Bank in Q4 2022 and held it in 2 quarters.
Nordwand Advisors's M&T Bank position peaked at $688K in Q4 2022.
893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Nordwand Advisors's 13F filing for Q1 2024, filed 6 May 2024.