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

Opal 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	-14	Closed	-$2.12K	–	823
2024 Q2	$2.12K	Buy	+14	New	+$2.04K	﹤0.01%	954

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Opal Wealth Advisors sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 14 shares — an estimated $2.12K sold.

Opal Wealth Advisors first reported a position in MTB in Q2 2024 and held it in 1 quarter. The position peaked at $2.12K in Q2 2024. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

Opal Wealth Advisors reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 14 M&T Bank shares in Q3 2024, an estimated $2.12K.
Opal Wealth Advisors first reported a position in M&T Bank in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's M&T Bank position peaked at $2.12K in Q2 2024.
944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.