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VisionPoint Advisory Group’s M&T Bank MTB Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-303
Closed -$45.9K – 580
2024
Q2 		$45.9K Sell
303
-20
-6% -$2.92K 0.02% 275
2024
Q1 		$47K Sell
323
-319
-50% -$44.2K 0.02% 276
2023
Q4 		$87.9K Buy
642
+1
+0.2% +$126 0.03% 198
2023
Q3 		$81K Sell
641
-129
-17% -$16.8K 0.03% 214
2023
Q2 		$95.3K Sell
770
-3,453
-82% -$418K 0.04% 177
2023
Q1 		$480K Sell
4,223
-94
-2% -$13.6K 0.21% 82
2022
Q4 		$697K Sell
4,317
-169
-4% -$27.8K 0.29% 62
2022
Q3 		$791K Sell
4,486
-28,350
-86% -$5.02M 0.38% 35
2022
Q2 		$6.14M Sell
32,836
-9,178
-22% -$1.54M 2.43% 12
2022
Q1 		$6.96M Sell
42,014
-2,038
-5% -$359K 3.22% 9
2021
Q4 		$7.91M Buy
44,052
+4,778
+12% +$734K 3.46% 9
2021
Q3 		$6.09M Buy
39,274
+15,576
+66% +$2.16M 2.72% 12
2021
Q2 		$3.44M Buy
23,698
+14,490
+157% +$2.26M 1.53% 24
2021
Q1 		$1.4M Buy
+9,208
New +$1.36M 0.67% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

VisionPoint Advisory Group's MTB Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 303 shares — an estimated $45.9K sold.

VisionPoint Advisory Group first reported a position in MTB in Q1 2021 and held it in 14 quarters. The position peaked at $7.91M in Q4 2021. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 303 M&T Bank shares in Q3 2024, an estimated $45.9K.
  • VisionPoint Advisory Group first reported a position in M&T Bank in Q1 2021 and held it in 14 quarters.
  • VisionPoint Advisory Group's M&T Bank position peaked at $7.91M in Q4 2021.
  • 944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.