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Ropes Wealth Advisors’s M&T Bank MTB Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-31
Closed -$4K – 583
2020
Q4 		$4K Buy
+31
New +$3.53K ﹤0.01% 584
2016
Q3 		– Sell
-31
Closed -$4K – 481
2016
Q2 		$4K Buy
+31
New +$3.6K ﹤0.01% 412

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ropes Wealth Advisors's MTB Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of M&T Bank (MTB) in Q1 2021, closing a stake of 31 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in MTB in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 660 funds tracked by Wall St. Rank hold MTB as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining M&T Bank position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 31 M&T Bank shares in Q1 2021, an estimated $4K.
  • Ropes Wealth Advisors first reported a position in M&T Bank in Q2 2016 and held it in 2 quarters.
  • Ropes Wealth Advisors's M&T Bank position peaked at $4K in Q4 2020.
  • 660 funds tracked by Wall St. Rank held M&T Bank as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.