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Planning Capital Management Corporation’s M&T Bank MTB Stock Holding History

Planning Capital Management Corporation’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 		$164K Sell
922
-5
-0.5% -$829 0.11% 96
2024
Q2 		$140K Buy
927
+17
+2% +$2.48K 0.1% 109
2024
Q1 		$132K Buy
910
+8
+0.9% +$1.11K 0.1% 111
2023
Q4 		$124K Buy
+902
New +$113K 0.1% 115

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Planning Capital Management Corporation's MTB Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its M&T Bank (MTB) stake by 0.54% in Q3 2024, selling an estimated $829 and leaving 922 shares worth $164K. The position accounts for 0.11% of the portfolio, ranked #96.

Planning Capital Management Corporation first reported a position in MTB in Q4 2023 and has held it in 4 quarters since. 942 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • Planning Capital Management Corporation held 922 shares of M&T Bank worth $164K as of Q3 2024.
  • Planning Capital Management Corporation sold 5 M&T Bank shares in Q3 2024, an estimated $829.
  • M&T Bank made up 0.11% of Planning Capital Management Corporation's portfolio in Q3 2024, its #96 holding.
  • Planning Capital Management Corporation first reported a position in M&T Bank in Q4 2023 and has held it in 4 quarters since.
  • 942 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.