PFG Private Wealth Management’s M&T Bank MTB Stock Holding History

PFG Private Wealth Management’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 Q1	–	Sell	-23	Closed	-$3K	–	353
2022 Q4	$3K	Hold	23	–	–	﹤0.01%	269
2022 Q3	$4K	Hold	23	–	–	﹤0.01%	228
2022 Q2	$4K	Buy	+23	New	+$3.87K	﹤0.01%	238

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PFG Private Wealth Management's MTB Position: Q1 2023 in Review

PFG Private Wealth Management sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 23 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in MTB in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

PFG Private Wealth Management reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 23 M&T Bank shares in Q1 2023, an estimated $3K.
PFG Private Wealth Management first reported a position in M&T Bank in Q2 2022 and held it in 3 quarters.
PFG Private Wealth Management's M&T Bank position peaked at $4K in Q3 2022.
825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.