TD Ameritrade Investment Management’s M&T Bank MTB Stock Holding History

TD Ameritrade Investment Management’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 Q2	–	Sell	-10	Closed	-$1K	–	582
2023 Q1	$1K	Hold	10	–	–	﹤0.01%	562
2022 Q4	$1K	Sell	10 -5	-33%	-$822	﹤0.01%	562
2022 Q3	$3K	Sell	15 -3	-17%	-$531	﹤0.01%	473
2022 Q2	$3K	Hold	18	–	–	﹤0.01%	510
2022 Q1	$3K	Hold	18	–	–	﹤0.01%	581
2021 Q4	$3K	Buy	+18	New	+$2.76K	﹤0.01%	566
2021 Q3	–	Sell	-15	Closed	-$2K	–	679
2021 Q2	$2K	Buy	+15	New	+$2.34K	﹤0.01%	600

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

TD Ameritrade Investment Management's MTB Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 10 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in MTB in Q2 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

TD Ameritrade Investment Management reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 10 M&T Bank shares in Q2 2023, an estimated $1K.
TD Ameritrade Investment Management first reported a position in M&T Bank in Q2 2021 and held it in 7 quarters.
TD Ameritrade Investment Management's M&T Bank position peaked at $3K in Q3 2022.
828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.