Tilia Fiduciary Partners’s M&T Bank MTB Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-5	Closed	-$619	–	331
2023 Q2	$619	Hold	5	–	–	﹤0.01%	506
2023 Q1	$598	Buy	+5	New	+$726	﹤0.01%	495

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BlackRock New York $5.72T AUM 30.48% 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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Tilia Fiduciary Partners's MTB Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of M&T Bank (MTB) in Q3 2023, closing a stake of 5 shares — an estimated $619 sold.

Tilia Fiduciary Partners first reported a position in MTB in Q1 2023 and held it in 2 quarters. The position peaked at $619 in Q2 2023. 805 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

Tilia Fiduciary Partners reported no remaining M&T Bank position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 5 M&T Bank shares in Q3 2023, an estimated $619.
Tilia Fiduciary Partners first reported a position in M&T Bank in Q1 2023 and held it in 2 quarters.
Tilia Fiduciary Partners's M&T Bank position peaked at $619 in Q2 2023.
805 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.