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Professional Financial Advisors’s M&T Bank MTB Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-66
Closed -$12K – 317
2022
Q3 		$12K Hold
66
– – 0.01% 273
2022
Q2 		$11K Hold
66
– – 0.01% 284
2022
Q1 		$11K Hold
66
– – ﹤0.01% 300
2021
Q4 		$10K Hold
66
– – ﹤0.01% 315
2021
Q3 		$10K Hold
66
– – 0.01% 262
2021
Q2 		$10K Hold
66
– – 0.01% 272
2021
Q1 		$10K Hold
66
– – 0.01% 241
2020
Q4 		$8K Hold
66
– – 0.01% 255
2020
Q3 		$7K Buy
+66
New +$6.75K 0.01% 242

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Professional Financial Advisors's MTB Position: Q4 2022 in Review

Professional Financial Advisors sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 66 shares — an estimated $12K sold.

Professional Financial Advisors first reported a position in MTB in Q3 2020 and held it in 9 quarters. The position peaked at $12K in Q3 2022. 895 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • Professional Financial Advisors reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 66 M&T Bank shares in Q4 2022, an estimated $12K.
  • Professional Financial Advisors first reported a position in M&T Bank in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's M&T Bank position peaked at $12K in Q3 2022.
  • 895 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.