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UBP Investment Advisors’s M&T Bank MTB Stock Holding History

UBP Investment 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
2022
Q3 		– Sell
-2,256
Closed -$360K – 97
2022
Q2 		$360K Sell
2,256
-5,415
-71% -$910K 0.14% 83
2022
Q1 		$1.3M Sell
7,671
-166
-2% -$29.3K 0.48% 42
2021
Q4 		$1.2M Buy
7,837
+74
+1% +$11.4K 0.44% 45
2021
Q3 		$1.16M Buy
7,763
+261
+3% +$36.2K 0.45% 47
2021
Q2 		$1.09M Buy
+7,502
New +$1.17M 0.4% 58

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBP Investment Advisors's MTB Position: Q3 2022 in Review

UBP Investment Advisors sold out of M&T Bank (MTB) in Q3 2022, closing a stake of 2,256 shares — an estimated $360K sold.

UBP Investment Advisors first reported a position in MTB in Q2 2021 and held it in 5 quarters. The position peaked at $1.3M in Q1 2022. 922 funds tracked by Wall St. Rank hold MTB as of Q3 2022.

  • UBP Investment Advisors reported no remaining M&T Bank position as of Q3 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 2,256 M&T Bank shares in Q3 2022, an estimated $360K.
  • UBP Investment Advisors first reported a position in M&T Bank in Q2 2021 and held it in 5 quarters.
  • UBP Investment Advisors's M&T Bank position peaked at $1.3M in Q1 2022.
  • 922 funds tracked by Wall St. Rank held M&T Bank as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.