RVW Wealth’s M&T Bank MTB Stock Holding History

RVW Wealth’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	-216	Closed	-$27.3K	–	280
2023 Q3	$27.3K	Buy	+216	New	+$28.2K	﹤0.01%	288

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RVW Wealth's MTB Position: Q4 2023 in Review

RVW Wealth sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 216 shares — an estimated $27.3K sold.

RVW Wealth first reported a position in MTB in Q3 2023 and held it in 1 quarter. The position peaked at $27.3K in Q3 2023. 887 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

RVW Wealth reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 216 M&T Bank shares in Q4 2023, an estimated $27.3K.
RVW Wealth first reported a position in M&T Bank in Q3 2023 and held it in 1 quarter.
RVW Wealth's M&T Bank position peaked at $27.3K in Q3 2023.
887 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.