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TimeScale Financial’s M&T Bank MTB Stock Holding History

TimeScale Financial’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 		$225K Sell
1,821
-155
-8% -$18.8K 0.05% 86
2023
Q1 		$236K Sell
1,976
-146
-7% -$21.2K 0.05% 84
2022
Q4 		$374K Buy
2,122
+1
+0% +$164 0.11% 35
2022
Q3 		$374K Buy
2,121
+15
+0.7% +$2.65K 0.11% 35
2022
Q2 		$336K Buy
+2,106
New +$354K 0.09% 43

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TimeScale Financial's MTB Position: Q2 2023 in Review

TimeScale Financial reduced its M&T Bank (MTB) stake by 7.8% in Q2 2023, selling an estimated $18.8K and leaving 1,821 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #86.

TimeScale Financial first reported a position in MTB in Q2 2022 and has held it in 5 quarters since. The position peaked at $374K in Q4 2022. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

  • TimeScale Financial held 1,821 shares of M&T Bank worth $225K as of Q2 2023.
  • TimeScale Financial sold 155 M&T Bank shares in Q2 2023, an estimated $18.8K.
  • M&T Bank made up 0.05% of TimeScale Financial's portfolio in Q2 2023, its #86 holding.
  • TimeScale Financial first reported a position in M&T Bank in Q2 2022 and has held it in 5 quarters since.
  • TimeScale Financial's M&T Bank position peaked at $374K in Q4 2022.
  • 828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.