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Tradition Wealth Management’s M&T Bank MTB Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-746
Closed -$102K – 890
2023
Q4 		$102K Buy
746
+9
+1% +$1.13K 0.01% 466
2023
Q3 		$93K Buy
737
+30
+4% +$3.91K 0.01% 456
2023
Q2 		$87K Buy
707
+7
+1% +$847 0.01% 483
2023
Q1 		$84K Buy
+700
New +$102K 0.01% 492

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradition Wealth Management's MTB Position: Q1 2024 in Review

Tradition Wealth Management sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 746 shares — an estimated $102K sold.

Tradition Wealth Management first reported a position in MTB in Q1 2023 and held it in 4 quarters. The position peaked at $102K in Q4 2023. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • Tradition Wealth Management reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 746 M&T Bank shares in Q1 2024, an estimated $102K.
  • Tradition Wealth Management first reported a position in M&T Bank in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's M&T Bank position peaked at $102K in Q4 2023.
  • 893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.