Verus Financial Partners’s M&T Bank MTB Stock Holding History

Verus Financial Partners’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 Q4	–	Sell	-20,004	Closed	-$1.84M	–	152
2020 Q3	$1.84M	Buy	+20,004	New	+$2.04M	0.67%	26

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Verus Financial Partners's MTB Position: Q4 2020 in Review

Verus Financial Partners sold out of M&T Bank (MTB) in Q4 2020, closing a stake of 20,004 shares — an estimated $1.84M sold.

Verus Financial Partners first reported a position in MTB in Q3 2020 and held it in 1 quarter. The position peaked at $1.84M in Q3 2020. 621 funds tracked by Wall St. Rank hold MTB as of Q4 2020.

Verus Financial Partners reported no remaining M&T Bank position as of Q4 2020 after selling out during the quarter.
Verus Financial Partners sold 20,004 M&T Bank shares in Q4 2020, an estimated $1.84M.
Verus Financial Partners first reported a position in M&T Bank in Q3 2020 and held it in 1 quarter.
Verus Financial Partners's M&T Bank position peaked at $1.84M in Q3 2020.
621 funds tracked by Wall St. Rank held M&T Bank as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.