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

TrueWealth 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
2020
Q1 		– Sell
-35
Closed -$6K – 768
2019
Q4 		$6K Hold
35
– – ﹤0.01% 546
2019
Q3 		$6K Sell
35
-46
-57% -$7.24K ﹤0.01% 542
2019
Q2 		$14K Hold
81
– – 0.01% 416
2019
Q1 		$13K Hold
81
– – 0.01% 424
2018
Q4 		$12K Hold
81
– – 0.01% 412
2018
Q3 		$13K Hold
81
– – 0.01% 436
2018
Q2 		$14K Hold
81
– – 0.01% 434
2018
Q1 		$15K Sell
81
-74
-48% -$13.8K 0.01% 396
2017
Q4 		$27K Buy
+155
New +$25.7K 0.01% 368

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

TrueWealth LLC's MTB Position: Q1 2020 in Review

TrueWealth LLC sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 35 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in MTB in Q4 2017 and held it in 9 quarters. The position peaked at $27K in Q4 2017. 593 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

  • TrueWealth LLC reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 35 M&T Bank shares in Q1 2020, an estimated $6K.
  • TrueWealth LLC first reported a position in M&T Bank in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's M&T Bank position peaked at $27K in Q4 2017.
  • 593 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.