TCWP’s M&T Bank MTB Stock Holding History

TCWP’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
2022 Q2	–	Sell	-217	Closed	-$36K	–	1184
2022 Q1	$36K	Buy	+217	New	+$38.3K	0.01%	557

Other funds holding MTB

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

TCWP's MTB Position: Q2 2022 in Review

TCWP sold out of M&T Bank (MTB) in Q2 2022, closing a stake of 217 shares — an estimated $36K sold.

TCWP first reported a position in MTB in Q1 2022 and held it in 1 quarter. The position peaked at $36K in Q1 2022. 885 funds tracked by Wall St. Rank hold MTB as of Q2 2022.

TCWP reported no remaining M&T Bank position as of Q2 2022 after selling out during the quarter.
TCWP sold 217 M&T Bank shares in Q2 2022, an estimated $36K.
TCWP first reported a position in M&T Bank in Q1 2022 and held it in 1 quarter.
TCWP's M&T Bank position peaked at $36K in Q1 2022.
885 funds tracked by Wall St. Rank held M&T Bank as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.