Sutton Wealth Advisors’s M&T Bank MTB Stock Holding History

Sutton Wealth 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 Q3	$9.99K	Buy	79 +20	+34%	+$2.61K	﹤0.01%	468
2023 Q2	$7.3K	Buy	59 +18	+44%	+$2.18K	﹤0.01%	509
2023 Q1	$4.9K	Sell	41 -7	-15%	-$1.02K	﹤0.01%	526
2022 Q4	$6.96K	Sell	48 -13	-21%	-$2.14K	﹤0.01%	1044
2022 Q3	$10.8K	Buy	61 +2	+3%	+$354	﹤0.01%	867
2022 Q2	$9.4K	Buy	59 +28	+90%	+$4.71K	﹤0.01%	918
2022 Q1	$5.25K	Hold	31	–	–	﹤0.01%	1080
2021 Q4	$4.76K	Hold	31	–	–	﹤0.01%	1078
2021 Q3	$4.63K	Hold	31	–	–	﹤0.01%	1067
2021 Q2	$4.5K	Hold	31	–	–	﹤0.01%	1062
2021 Q1	$4.7K	Hold	31	–	–	﹤0.01%	1022
2020 Q4	$3.95K	Buy	31 +9	+41%	+$1.02K	﹤0.01%	1018
2020 Q3	$2.03K	Buy	22 +1	+5%	+$102	﹤0.01%	1071
2020 Q2	$2.18K	Hold	21	–	–	﹤0.01%	1050
2020 Q1	$2.17K	Buy	21 +3	+17%	+$441	﹤0.01%	1030
2019 Q4	$3.06K	Hold	18	–	–	﹤0.01%	1012
2019 Q3	$2.84K	Hold	18	–	–	﹤0.01%	1022
2019 Q2	$3.06K	Hold	18	–	–	﹤0.01%	1000
2019 Q1	$2.83K	Hold	18	–	–	﹤0.01%	1009
2018 Q4	$2.58K	Hold	18	–	–	﹤0.01%	970
2018 Q3	$2.96K	Hold	18	–	–	﹤0.01%	963
2018 Q2	$3.06K	Hold	18	–	–	﹤0.01%	974
2018 Q1	$3.32K	Hold	18	–	–	﹤0.01%	959
2017 Q4	$3.08K	Hold	18	–	–	﹤0.01%	936
2017 Q3	$2.9K	Hold	18	–	–	﹤0.01%	927
2017 Q2	$2.92K	Hold	18	–	–	﹤0.01%	931
2017 Q1	$2.79K	Hold	18	–	–	﹤0.01%	909
2016 Q4	$2.82K	Hold	18	–	–	﹤0.01%	907
2016 Q3	$2.09K	Hold	18	–	–	﹤0.01%	919
2016 Q2	$2.13K	Hold	18	–	–	﹤0.01%	880
2016 Q1	$2K	Buy	+18	New	+$1.95K	﹤0.01%	878

Other funds holding MTB

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Sutton Wealth Advisors's MTB Position: Q3 2023 in Review

Sutton Wealth Advisors increased its M&T Bank (MTB) stake by 34% in Q3 2023, buying an estimated $2.61K and bringing the position to 79 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Sutton Wealth Advisors first reported a position in MTB in Q1 2016 and has held it in 31 quarters since. The position peaked at $10.8K in Q3 2022. 805 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

Sutton Wealth Advisors held 79 shares of M&T Bank worth $9.99K as of Q3 2023.
Sutton Wealth Advisors bought 20 M&T Bank shares in Q3 2023, an estimated $2.61K.
M&T Bank made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #468 holding.
Sutton Wealth Advisors first reported a position in M&T Bank in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's M&T Bank position peaked at $10.8K in Q3 2022.
805 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.