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Sowell Financial Services’s M&T Bank MTB Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,810
Closed -$294K – 1905
2021
Q1 		$294K Buy
1,810
+342
+23% +$50.4K 0.01% 855
2020
Q4 		$187K Buy
1,468
+744
+103% +$84.7K 0.01% 879
2020
Q3 		$67K Buy
724
+153
+27% +$15.6K ﹤0.01% 1113
2020
Q2 		$59K Buy
571
+316
+124% +$33.4K ﹤0.01% 1123
2020
Q1 		$26K Sell
255
-114
-31% -$16.8K ﹤0.01% 1299
2019
Q4 		$63K Sell
369
-9
-2% -$1.46K ﹤0.01% 1071
2019
Q3 		$60K Buy
+378
New +$59.5K 0.01% 954

Other funds holding MTB

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sowell Financial Services's MTB Position: Q2 2021 in Review

Sowell Financial Services sold out of M&T Bank (MTB) in Q2 2021, closing a stake of 1,810 shares — an estimated $294K sold.

Sowell Financial Services first reported a position in MTB in Q3 2019 and held it in 7 quarters. The position peaked at $294K in Q1 2021. 674 funds tracked by Wall St. Rank hold MTB as of Q2 2021.

  • Sowell Financial Services reported no remaining M&T Bank position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,810 M&T Bank shares in Q2 2021, an estimated $294K.
  • Sowell Financial Services first reported a position in M&T Bank in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's M&T Bank position peaked at $294K in Q1 2021.
  • 674 funds tracked by Wall St. Rank held M&T Bank as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.