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Retirement Financial Solutions’s M&T Bank MTB Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-31
Closed -$4.5K – 169
2022
Q4 		$4.5K Buy
+31
New +$5.1K ﹤0.01% 178

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JP Morgan Chase
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State Farm Mutual Automobile Insurance
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Retirement Financial Solutions's MTB Position: Q1 2023 in Review

Retirement Financial Solutions sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 31 shares — an estimated $4.5K sold.

Retirement Financial Solutions first reported a position in MTB in Q4 2022 and held it in 1 quarter. The position peaked at $4.5K in Q4 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

  • Retirement Financial Solutions reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 31 M&T Bank shares in Q1 2023, an estimated $4.5K.
  • Retirement Financial Solutions first reported a position in M&T Bank in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's M&T Bank position peaked at $4.5K in Q4 2022.
  • 825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.