Sowa Financial Group’s M&T Bank MTB Stock Holding History

Sowa Financial Group’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
2020 Q3	–	Sell	-14	Closed	-$1K	–	305
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	348
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	346
2019 Q4	$2K	Buy	+14	New	+$2.27K	﹤0.01%	332

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Sowa Financial Group's MTB Position: Q3 2020 in Review

Sowa Financial Group sold out of M&T Bank (MTB) in Q3 2020, closing a stake of 14 shares — an estimated $1K sold.

Sowa Financial Group first reported a position in MTB in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 578 funds tracked by Wall St. Rank hold MTB as of Q3 2020.

Sowa Financial Group reported no remaining M&T Bank position as of Q3 2020 after selling out during the quarter.
Sowa Financial Group sold 14 M&T Bank shares in Q3 2020, an estimated $1K.
Sowa Financial Group first reported a position in M&T Bank in Q4 2019 and held it in 3 quarters.
Sowa Financial Group's M&T Bank position peaked at $2K in Q4 2019.
578 funds tracked by Wall St. Rank held M&T Bank as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.