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TrinityPoint Wealth’s M&T Bank MTB Stock Holding History

TrinityPoint Wealth’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
-1,505
Closed -$218K – 288
2022
Q4 		$218K Sell
1,505
-28
-2% -$4.6K 0.05% 250
2022
Q3 		$270K Buy
1,533
+73
+5% +$12.9K 0.06% 220
2022
Q2 		$233K Buy
+1,460
New +$245K 0.05% 242

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

TrinityPoint Wealth's MTB Position: Q1 2023 in Review

TrinityPoint Wealth sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 1,505 shares — an estimated $218K sold.

TrinityPoint Wealth first reported a position in MTB in Q2 2022 and held it in 3 quarters. The position peaked at $270K in Q3 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

  • TrinityPoint Wealth reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
  • TrinityPoint Wealth sold 1,505 M&T Bank shares in Q1 2023, an estimated $218K.
  • TrinityPoint Wealth first reported a position in M&T Bank in Q2 2022 and held it in 3 quarters.
  • TrinityPoint Wealth's M&T Bank position peaked at $270K in Q3 2022.
  • 825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on TrinityPoint Wealth's 13F filing for Q1 2023, filed 4 May 2023.