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Salem Investment Counselors’s M&T Bank MTB Stock Holding History

Salem Investment Counselors’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
2024
Q4 		– Sell
-12
Closed -$2.14K – 1249
2024
Q3 		$2.14K Buy
+12
New +$1.99K ﹤0.01% 1020
2023
Q2 		– Sell
-15
Closed -$1.79K – 1183
2023
Q1 		$1.79K Buy
+15
New +$2.18K ﹤0.01% 987
2021
Q1 		– Sell
-29
Closed -$4K – 891
2020
Q4 		$4K Buy
+29
New +$3.3K ﹤0.01% 721
2017
Q3 		– Sell
-9
Closed -$1K – 633
2017
Q2 		$1K Buy
+9
New +$1.42K ﹤0.01% 627

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 $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Salem Investment Counselors's MTB Position: Q4 2024 in Review

Salem Investment Counselors sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 12 shares — an estimated $2.14K sold.

Salem Investment Counselors first reported a position in MTB in Q2 2017 and held it in 4 quarters. The position peaked at $4K in Q4 2020. 1,043 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Salem Investment Counselors reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 12 M&T Bank shares in Q4 2024, an estimated $2.14K.
  • Salem Investment Counselors first reported a position in M&T Bank in Q2 2017 and held it in 4 quarters.
  • Salem Investment Counselors's M&T Bank position peaked at $4K in Q4 2020.
  • 1,043 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Salem Investment Counselors's 13F filing for Q4 2024, filed 13 Jan 2025.