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Redwood Wealth Management Group’s M&T Bank MTB Stock Holding History

Redwood Wealth Management Group’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
-65
Closed -$9.84K – 741
2024
Q2 		$9.84K Buy
+65
New +$9.5K 0.01% 597

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Redwood Wealth Management Group's MTB Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 65 shares — an estimated $9.84K sold.

Redwood Wealth Management Group first reported a position in MTB in Q2 2024 and held it in 1 quarter. The position peaked at $9.84K in Q2 2024. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 65 M&T Bank shares in Q3 2024, an estimated $9.84K.
  • Redwood Wealth Management Group first reported a position in M&T Bank in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's M&T Bank position peaked at $9.84K in Q2 2024.
  • 944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.