Pinnacle Family Advisors’s M&T Bank MTB Stock Holding History

Pinnacle Family 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
2021 Q1	–	Sell	-2,093	Closed	-$266K	–	139
2020 Q4	$266K	Buy	+2,093	New	+$238K	0.16%	99

Other funds holding MTB

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Pinnacle Family Advisors's MTB Position: Q1 2021 in Review

Pinnacle Family Advisors sold out of M&T Bank (MTB) in Q1 2021, closing a stake of 2,093 shares — an estimated $266K sold.

Pinnacle Family Advisors first reported a position in MTB in Q4 2020 and held it in 1 quarter. The position peaked at $266K in Q4 2020. 660 funds tracked by Wall St. Rank hold MTB as of Q1 2021.

Pinnacle Family Advisors reported no remaining M&T Bank position as of Q1 2021 after selling out during the quarter.
Pinnacle Family Advisors sold 2,093 M&T Bank shares in Q1 2021, an estimated $266K.
Pinnacle Family Advisors first reported a position in M&T Bank in Q4 2020 and held it in 1 quarter.
Pinnacle Family Advisors's M&T Bank position peaked at $266K in Q4 2020.
660 funds tracked by Wall St. Rank held M&T Bank as of Q1 2021.

Based on Pinnacle Family Advisors's 13F filing for Q1 2021, filed 14 May 2021.