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	–	666
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	–	982
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Realta Investment Advisors's MTB Position: Q3 2024 in Review

Realta Investment Advisors sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 160 shares — an estimated $24.2K sold.

Realta Investment Advisors first reported a position in MTB in Q1 2019 and held it in 10 quarters. The position peaked at $135K in Q3 2022. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

Realta Investment Advisors reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 160 M&T Bank shares in Q3 2024, an estimated $24.2K.
Realta Investment Advisors first reported a position in M&T Bank in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's M&T Bank position peaked at $135K in Q3 2022.
944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.