U.S. Capital Wealth Advisors’s M&T Bank MTB Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-1,248	Closed	-$181K	–	1186
2022 Q4	$181K	Sell	1,248 -102	-8%	-$16.8K	0.01%	627
2022 Q3	$238K	Sell	1,350 -154	-10%	-$27.3K	0.01%	559
2022 Q2	$240K	Buy	+1,504	New	+$253K	0.01%	593

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's MTB Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 1,248 shares — an estimated $181K sold.

U.S. Capital Wealth Advisors first reported a position in MTB in Q2 2022 and held it in 3 quarters. The position peaked at $240K in Q2 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,248 M&T Bank shares in Q1 2023, an estimated $181K.
U.S. Capital Wealth Advisors first reported a position in M&T Bank in Q2 2022 and held it in 3 quarters.
U.S. Capital Wealth Advisors's M&T Bank position peaked at $240K in Q2 2022.
825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.