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Tradewinds Capital Management’s M&T Bank MTB Stock Holding History

Tradewinds Capital 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
Q1 		– Sell
-39
Closed -$5.66K – 550
2022
Q4 		$5.66K Buy
+39
New +$6.41K ﹤0.01% 266

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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

Tradewinds Capital Management's MTB Position: Q1 2023 in Review

Tradewinds Capital Management sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 39 shares — an estimated $5.66K sold.

Tradewinds Capital Management first reported a position in MTB in Q4 2022 and held it in 1 quarter. The position peaked at $5.66K in Q4 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

  • Tradewinds Capital Management reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
  • Tradewinds Capital Management sold 39 M&T Bank shares in Q1 2023, an estimated $5.66K.
  • Tradewinds Capital Management first reported a position in M&T Bank in Q4 2022 and held it in 1 quarter.
  • Tradewinds Capital Management's M&T Bank position peaked at $5.66K in Q4 2022.
  • 825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Tradewinds Capital Management's 13F filing for Q1 2023, filed 10 Apr 2023.