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Teamwork Financial Advisors’s M&T Bank MTB Stock Holding History

Teamwork Financial 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
2022
Q4 		– Sell
-1,221
Closed -$215K – 211
2022
Q3 		$215K Buy
+1,221
New +$216K 0.05% 188

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Teamwork Financial Advisors's MTB Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 1,221 shares — an estimated $215K sold.

Teamwork Financial Advisors first reported a position in MTB in Q3 2022 and held it in 1 quarter. The position peaked at $215K in Q3 2022. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • Teamwork Financial Advisors reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,221 M&T Bank shares in Q4 2022, an estimated $215K.
  • Teamwork Financial Advisors first reported a position in M&T Bank in Q3 2022 and held it in 1 quarter.
  • Teamwork Financial Advisors's M&T Bank position peaked at $215K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.