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

Paces Ferry 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
2020 Q4	–	Sell	-15	Closed	-$1K	–	749
2020 Q3	$1K	Buy	+15	New	+$1.53K	﹤0.01%	897

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

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

Paces Ferry Wealth Advisors's MTB Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of M&T Bank (MTB) in Q4 2020, closing a stake of 15 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in MTB in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 621 funds tracked by Wall St. Rank hold MTB as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining M&T Bank position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 15 M&T Bank shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in M&T Bank in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's M&T Bank position peaked at $1K in Q3 2020.
621 funds tracked by Wall St. Rank held M&T Bank as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.