Summit Wealth Group’s M&T Bank MTB Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-9	Closed	-$1K	–	159
2021 Q2	$1K	Buy	+9	New	+$1.41K	﹤0.01%	191

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 $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Summit Wealth Group's MTB Position: Q3 2021 in Review

Summit Wealth Group sold out of M&T Bank (MTB) in Q3 2021, closing a stake of 9 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in MTB in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 646 funds tracked by Wall St. Rank hold MTB as of Q3 2021.

Summit Wealth Group reported no remaining M&T Bank position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 9 M&T Bank shares in Q3 2021, an estimated $1K.
Summit Wealth Group first reported a position in M&T Bank in Q2 2021 and held it in 1 quarter.
Summit Wealth Group's M&T Bank position peaked at $1K in Q2 2021.
646 funds tracked by Wall St. Rank held M&T Bank as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.