TRIA
MTB icon

Trail Ridge Investment Advisors’s M&T Bank MTB Stock Holding History

Trail Ridge Investment Advisors’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 		– Sell
-2,057
Closed -$246K – 121
2023
Q1 		$246K Hold
2,057
– – 0.16% 106
2022
Q4 		$298K Hold
2,057
– – 0.21% 100
2022
Q3 		$342K Sell
2,057
-480
-19% -$84.9K 0.23% 99
2022
Q2 		$404K Hold
2,537
– – 0.27% 95
2022
Q1 		$430K Hold
2,537
– – 0.26% 97
2021
Q4 		$390K Buy
+2,537
New +$390K 0.23% 102

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

Trail Ridge Investment Advisors's MTB Position: Q2 2023 in Review

Trail Ridge Investment Advisors sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 2,057 shares — an estimated $246K sold.

Trail Ridge Investment Advisors first reported a position in MTB in Q4 2021 and held it in 6 quarters. The position peaked at $430K in Q1 2022. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

  • Trail Ridge Investment Advisors reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 2,057 M&T Bank shares in Q2 2023, an estimated $246K.
  • Trail Ridge Investment Advisors first reported a position in M&T Bank in Q4 2021 and held it in 6 quarters.
  • Trail Ridge Investment Advisors's M&T Bank position peaked at $430K in Q1 2022.
  • 828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.