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Oliver Lagore Vanvalin Investment Group’s M&T Bank MTB Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q3 		– Sell
-59
Closed -$8.93K – 735
2024
Q2 		$8.93K Buy
+59
New +$8.62K ﹤0.01% 437
2022
Q4 		– Sell
-7
Closed -$1K – 733
2022
Q3 		$1K Hold
7
– – ﹤0.01% 591
2022
Q2 		$1K Buy
+7
New +$1.18K ﹤0.01% 571

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MTB Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 59 shares — an estimated $8.93K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in MTB in Q2 2022 and held it in 3 quarters. The position peaked at $8.93K in Q2 2024. 942 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 59 M&T Bank shares in Q3 2024, an estimated $8.93K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in M&T Bank in Q2 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's M&T Bank position peaked at $8.93K in Q2 2024.
  • 942 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.