Realta Investment Advisors’s M&T Bank MTB Stock Holding History

Realta Investment 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
2024 Q3	–	Sell	-160	Closed	-$24.2K	–	618
2024 Q2	$24.2K	Buy	160 +140	+700%	+$20.5K	﹤0.01%	599
2024 Q1	$2.91K	Buy	+20	New	+$2.77K	﹤0.01%	771
2023 Q4	–	Sell	-44	Closed	-$5.48K	–	667
2023 Q3	$5.48K	Sell	44 -431	-91%	-$56.2K	﹤0.01%	714
2023 Q2	$58.8K	Buy	+475	New	+$57.5K	0.01%	549
2023 Q1	–	Sell	-767	Closed	-$111K	–	677
2022 Q4	$111K	Hold	767	–	–	0.03%	470
2022 Q3	$135K	Buy	+767	New	+$136K	0.04%	411
2020 Q1	–	Sell	-561	Closed	-$91K	–	984
2019 Q4	$91K	Buy	561 +4	+0.7%	+$649	0.02%	527
2019 Q3	$89K	Buy	557 +4	+0.7%	+$630	0.02%	525
2019 Q2	$94K	Buy	553 +199	+56%	+$33K	0.03%	516
2019 Q1	$56K	Buy	+354	New	+$58.1K	0.03%	520

Other funds holding MTB

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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