Sierra Summit Advisors’s M&T Bank MTB Stock Holding History

Sierra Summit 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
2024 Q1	–	Sell	-46,962	Closed	-$6.44M	–	199
2023 Q4	$6.44M	Buy	+46,962	New	+$5.9M	1.88%	23

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sierra Summit Advisors's MTB Position: Q1 2024 in Review

Sierra Summit Advisors sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 46,962 shares — an estimated $6.44M sold.

Sierra Summit Advisors first reported a position in MTB in Q4 2023 and held it in 1 quarter. The position peaked at $6.44M in Q4 2023. 895 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

Sierra Summit Advisors reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
Sierra Summit Advisors sold 46,962 M&T Bank shares in Q1 2024, an estimated $6.44M.
Sierra Summit Advisors first reported a position in M&T Bank in Q4 2023 and held it in 1 quarter.
Sierra Summit Advisors's M&T Bank position peaked at $6.44M in Q4 2023.
895 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.