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TFO Wealth Partners’s M&T Bank MTB Stock Holding History

TFO Wealth Partners’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
-1
Closed -$145 – 503
2024
Q1 		$145 Hold
1
– – ﹤0.01% 569
2023
Q4 		$137 Sell
1
-2
-67% -$251 ﹤0.01% 737
2023
Q3 		$371 Buy
3
+2
+200% +$261 ﹤0.01% 560
2023
Q2 		$124 Hold
1
– – ﹤0.01% 622
2023
Q1 		$120 Sell
1
-177
-99% -$25.7K ﹤0.01% 607
2022
Q4 		$3.54K Buy
+178
New +$29.3K ﹤0.01% 198

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

TFO Wealth Partners's MTB Position: Q2 2024 in Review

TFO Wealth Partners sold out of M&T Bank (MTB) in Q2 2024, closing a stake of 1 share — an estimated $145 sold.

TFO Wealth Partners first reported a position in MTB in Q4 2022 and held it in 6 quarters. The position peaked at $3.54K in Q4 2022. 918 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

  • TFO Wealth Partners reported no remaining M&T Bank position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 M&T Bank share in Q2 2024, an estimated $145.
  • TFO Wealth Partners first reported a position in M&T Bank in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's M&T Bank position peaked at $3.54K in Q4 2022.
  • 918 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.