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Strategic Investment Advisors’s M&T Bank MTB Stock Holding History

Strategic Investment 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
2023
Q4 		– Sell
-7,661
Closed -$969K – 248
2023
Q3 		$969K Buy
+7,661
New +$999K 0.16% 94
2023
Q2 		– Sell
-7,109
Closed -$850K – 229
2023
Q1 		$850K Buy
7,109
+430
+6% +$62.4K 0.15% 98
2022
Q4 		$969K Buy
+6,679
New +$1.1M 0.2% 83

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Investment Advisors's MTB Position: Q4 2023 in Review

Strategic Investment Advisors sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 7,661 shares — an estimated $969K sold.

Strategic Investment Advisors first reported a position in MTB in Q4 2022 and held it in 3 quarters. The position peaked at $969K in Q4 2022. 887 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

  • Strategic Investment Advisors reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Advisors sold 7,661 M&T Bank shares in Q4 2023, an estimated $969K.
  • Strategic Investment Advisors first reported a position in M&T Bank in Q4 2022 and held it in 3 quarters.
  • Strategic Investment Advisors's M&T Bank position peaked at $969K in Q4 2022.
  • 887 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Strategic Investment Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.