RWPA
MTB icon

Richard W. Paul & Associates’s M&T Bank MTB Stock Holding History

Richard W. Paul & Associates’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
Q3 		– Sell
-7
Closed -$866 – 544
2023
Q2 		$866 Hold
7
– – ﹤0.01% 487
2023
Q1 		$837 Hold
7
– – ﹤0.01% 493
2022
Q4 		$1.01K Buy
+7
New +$1.15K ﹤0.01% 470

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Richard W. Paul & Associates's MTB Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of M&T Bank (MTB) in Q3 2023, closing a stake of 7 shares — an estimated $866 sold.

Richard W. Paul & Associates first reported a position in MTB in Q4 2022 and held it in 3 quarters. The position peaked at $1.01K in Q4 2022. 804 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining M&T Bank position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 7 M&T Bank shares in Q3 2023, an estimated $866.
  • Richard W. Paul & Associates first reported a position in M&T Bank in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's M&T Bank position peaked at $1.01K in Q4 2022.
  • 804 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.