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One Wealth Advisors’s M&T Bank MTB Stock Holding History

One 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
2024
Q3 		– Sell
-1,530
Closed -$248K – 272
2024
Q2 		$248K Sell
1,530
-27
-2% -$3.94K 0.05% 187
2024
Q1 		$226K Sell
1,557
-6
-0.4% -$831 0.04% 223
2023
Q4 		$214K Buy
+1,563
New +$196K 0.04% 198

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

One Wealth Advisors's MTB Position: Q3 2024 in Review

One Wealth Advisors sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 1,530 shares — an estimated $248K sold.

One Wealth Advisors first reported a position in MTB in Q4 2023 and held it in 3 quarters. The position peaked at $248K in Q2 2024. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • One Wealth Advisors reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
  • One Wealth Advisors sold 1,530 M&T Bank shares in Q3 2024, an estimated $248K.
  • One Wealth Advisors first reported a position in M&T Bank in Q4 2023 and held it in 3 quarters.
  • One Wealth Advisors's M&T Bank position peaked at $248K in Q2 2024.
  • 944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on One Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.