RCAG
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Rehmann Capital Advisory Group’s M&T Bank MTB Stock Holding History

Rehmann Capital Advisory 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
2023
Q4 		– Sell
-2,287
Closed -$289K – 556
2023
Q3 		$289K Buy
2,287
+249
+12% +$32.5K 0.03% 406
2023
Q2 		$252K Sell
2,038
-162
-7% -$19.6K 0.02% 465
2023
Q1 		$263K Buy
2,200
+487
+28% +$70.7K 0.02% 449
2022
Q4 		$249K Buy
1,713
+132
+8% +$21.7K 0.03% 467
2022
Q3 		$279K Sell
1,581
-77
-5% -$13.6K 0.03% 397
2022
Q2 		$264K Sell
1,658
-54
-3% -$9.07K 0.03% 406
2022
Q1 		$290K Buy
1,712
+309
+22% +$54.5K 0.03% 412
2021
Q4 		$215K Buy
+1,403
New +$215K 0.02% 511
2020
Q4 		– Sell
-4,844
Closed -$446K – 496
2020
Q3 		$446K Buy
4,844
+205
+4% +$21K 0.06% 260
2020
Q2 		$482K Buy
4,639
+1,507
+48% +$159K 0.07% 240
2020
Q1 		$324K Buy
+3,132
New +$461K 0.05% 266
2019
Q3 		$14.4K Sell
91
-1
-1% -$157 ﹤0.01% 951
2019
Q2 		$15.7K Buy
92
+4
+5% +$663 ﹤0.01% 1210
2019
Q1 		$13.9K Sell
88
-2
-2% -$328 ﹤0.01% 1230
2018
Q4 		$12.9K Hold
90
– – ﹤0.01% 982
2018
Q3 		$14.9K Hold
90
– – ﹤0.01% 1220
2018
Q2 		$15.4K Hold
90
– – ﹤0.01% 1186
2018
Q1 		$17K Buy
+90
New +$16.8K ﹤0.01% 1132

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Fidelity Investments
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JP Morgan Chase
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Morgan Stanley
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Invesco
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State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return