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

Simplicity 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
2024 Q3	–	Sell	-3,094	Closed	-$468K	–	945
2024 Q2	$468K	Buy	3,094 +116	+4%	+$16.9K	0.01%	785
2024 Q1	$433K	Buy	+2,978	New	+$413K	0.01%	792

Other funds holding MTB

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Simplicity Wealth's MTB Position: Q3 2024 in Review

Simplicity Wealth sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 3,094 shares — an estimated $468K sold.

Simplicity Wealth first reported a position in MTB in Q1 2024 and held it in 2 quarters. The position peaked at $468K in Q2 2024. 941 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

Simplicity Wealth reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,094 M&T Bank shares in Q3 2024, an estimated $468K.
Simplicity Wealth first reported a position in M&T Bank in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's M&T Bank position peaked at $468K in Q2 2024.
941 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.