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SYSTM Wealth Solutions’s M&T Bank MTB Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-6
Closed -$873 – 850
2024
Q1 		$873 Sell
6
-2,214
-100% -$307K ﹤0.01% 957
2023
Q4 		$304K Sell
2,220
-218
-9% -$27.4K 0.04% 327
2023
Q3 		$308K Sell
2,438
-414
-15% -$54K 0.05% 358
2023
Q2 		$353K Sell
2,852
-2,356
-45% -$285K 0.05% 370
2023
Q1 		$623K Sell
5,208
-1,449
-22% -$210K 0.1% 263
2022
Q4 		$966K Buy
+6,657
New +$1.09M 0.12% 217

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's MTB Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of M&T Bank (MTB) in Q2 2024, closing a stake of 6 shares — an estimated $873 sold.

SYSTM Wealth Solutions first reported a position in MTB in Q4 2022 and held it in 6 quarters. The position peaked at $966K in Q4 2022. 918 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining M&T Bank position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6 M&T Bank shares in Q2 2024, an estimated $873.
  • SYSTM Wealth Solutions first reported a position in M&T Bank in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's M&T Bank position peaked at $966K in Q4 2022.
  • 918 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.