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Turtle Creek Wealth Advisors’s M&T Bank MTB Stock Holding History

Turtle Creek Wealth 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
2024
Q1 		– Sell
-8
Closed -$1.1K – 583
2023
Q4 		$1.1K Buy
+8
New +$1K ﹤0.01% 820

Other funds holding MTB

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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

Turtle Creek Wealth Advisors's MTB Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 8 shares — an estimated $1.1K sold.

Turtle Creek Wealth Advisors first reported a position in MTB in Q4 2023 and held it in 1 quarter. The position peaked at $1.1K in Q4 2023. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 8 M&T Bank shares in Q1 2024, an estimated $1.1K.
  • Turtle Creek Wealth Advisors first reported a position in M&T Bank in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's M&T Bank position peaked at $1.1K in Q4 2023.
  • 893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.