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Tyler-Stone Wealth Management’s M&T Bank MTB Stock Holding History

Tyler-Stone 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
2022
Q2 		– Sell
-48
Closed -$8K – 892
2022
Q1 		$8K Buy
48
+25
+109% +$4.41K ﹤0.01% 610
2021
Q4 		$4K Buy
+23
New +$3.53K ﹤0.01% 732

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Tyler-Stone Wealth Management's MTB Position: Q2 2022 in Review

Tyler-Stone Wealth Management sold out of M&T Bank (MTB) in Q2 2022, closing a stake of 48 shares — an estimated $8K sold.

Tyler-Stone Wealth Management first reported a position in MTB in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 885 funds tracked by Wall St. Rank hold MTB as of Q2 2022.

  • Tyler-Stone Wealth Management reported no remaining M&T Bank position as of Q2 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 48 M&T Bank shares in Q2 2022, an estimated $8K.
  • Tyler-Stone Wealth Management first reported a position in M&T Bank in Q4 2021 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's M&T Bank position peaked at $8K in Q1 2022.
  • 885 funds tracked by Wall St. Rank held M&T Bank as of Q2 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.