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Sargent Bickham Lagudis’s M&T Bank MTB Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$12.9K Hold
89
– – ﹤0.01% 684
2022
Q3 		$16K Sell
89
-27
-23% -$4.78K ﹤0.01% 621
2022
Q2 		$18K Buy
116
+27
+30% +$4.54K ﹤0.01% 611
2022
Q1 		$15K Hold
89
– – ﹤0.01% 651
2021
Q4 		$14K Buy
+89
New +$13.7K ﹤0.01% 660
2018
Q2 		– Sell
-50
Closed -$9K – 781
2018
Q1 		$9K Buy
+50
New +$9.32K ﹤0.01% 605
2016
Q3 		– Sell
-50
Closed -$4K – 756
2016
Q2 		$4K Hold
50
– – ﹤0.01% 627
2016
Q1 		$4K Buy
+50
New +$5.43K ﹤0.01% 650

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.47T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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