PWM
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Purus Wealth Management’s M&T Bank MTB Stock Holding History

Purus 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
2022
Q4 		– Sell
-1,267
Closed -$223K – 109
2022
Q3 		$223K Buy
1,267
+9
+0.7% +$1.59K 0.21% 93
2022
Q2 		$201K Buy
+1,258
New +$211K 0.18% 98

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Purus Wealth Management's MTB Position: Q4 2022 in Review

Purus Wealth Management sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 1,267 shares — an estimated $223K sold.

Purus Wealth Management first reported a position in MTB in Q2 2022 and held it in 2 quarters. The position peaked at $223K in Q3 2022. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • Purus Wealth Management reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
  • Purus Wealth Management sold 1,267 M&T Bank shares in Q4 2022, an estimated $223K.
  • Purus Wealth Management first reported a position in M&T Bank in Q2 2022 and held it in 2 quarters.
  • Purus Wealth Management's M&T Bank position peaked at $223K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Purus Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.