OIS
MTB icon

Okabena Investment Services’s M&T Bank MTB Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-12
Closed -$1.44K – 206
2023
Q1 		$1.44K Buy
+12
New +$1.74K ﹤0.01% 183

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Okabena Investment Services's MTB Position: Q2 2023 in Review

Okabena Investment Services sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 12 shares — an estimated $1.44K sold.

Okabena Investment Services first reported a position in MTB in Q1 2023 and held it in 1 quarter. The position peaked at $1.44K in Q1 2023. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

  • Okabena Investment Services reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 12 M&T Bank shares in Q2 2023, an estimated $1.44K.
  • Okabena Investment Services first reported a position in M&T Bank in Q1 2023 and held it in 1 quarter.
  • Okabena Investment Services's M&T Bank position peaked at $1.44K in Q1 2023.
  • 828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.