Phillips Wealth Planners’s M&T Bank MTB Stock Holding History

Phillips Wealth Planners’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	-1,266	Closed	-$204K	–	153
2022 Q4	$204K	Buy	+1,266	New	+$208K	0.36%	100

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

Phillips Wealth Planners's MTB Position: Q1 2023 in Review

Phillips Wealth Planners sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 1,266 shares — an estimated $204K sold.

Phillips Wealth Planners first reported a position in MTB in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

Phillips Wealth Planners reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
Phillips Wealth Planners sold 1,266 M&T Bank shares in Q1 2023, an estimated $204K.
Phillips Wealth Planners first reported a position in M&T Bank in Q4 2022 and held it in 1 quarter.
Phillips Wealth Planners's M&T Bank position peaked at $204K in Q4 2022.
825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Phillips Wealth Planners's 13F filing for Q1 2023, filed 15 May 2023.