Tradewinds LLC’s M&T Bank MTB Stock Holding History

Tradewinds LLC’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	-1,935	Closed	-$341K	–	181
2022 Q3	$341K	Buy	1,935 +51	+3%	+$9.03K	0.25%	79
2022 Q2	$300K	Buy	+1,884	New	+$317K	0.2%	87

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradewinds LLC's MTB Position: Q4 2022 in Review

Tradewinds LLC sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 1,935 shares — an estimated $341K sold.

Tradewinds LLC first reported a position in MTB in Q2 2022 and held it in 2 quarters. The position peaked at $341K in Q3 2022. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

Tradewinds LLC reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
Tradewinds LLC sold 1,935 M&T Bank shares in Q4 2022, an estimated $341K.
Tradewinds LLC first reported a position in M&T Bank in Q2 2022 and held it in 2 quarters.
Tradewinds LLC's M&T Bank position peaked at $341K in Q3 2022.
896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Tradewinds LLC's 13F filing for Q4 2022, filed 8 Feb 2023.