Wagner Wealth Management (South Carolina)’s M&T Bank MTB Stock Holding History

Wagner Wealth Management (South Carolina)’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	-1,641	Closed	-$238K	–	232
2022 Q4	$238K	Sell	1,641 -873	-35%	-$144K	0.15%	102
2022 Q3	$443K	Hold	2,514	–	–	0.33%	61
2022 Q2	$401K	Buy	+2,514	New	+$422K	0.32%	61
2018 Q3	$11K	Hold	69	–	–	0.01%	411
2018 Q2	$12K	Hold	69	–	–	0.01%	379
2018 Q1	$13K	Buy	69 +11	+19%	+$2.05K	0.01%	343
2017 Q4	$14K	Buy	+58	New	+$9.62K	0.01%	355

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Wagner Wealth Management (South Carolina)'s MTB Position: Q1 2023 in Review

Wagner Wealth Management (South Carolina) sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 1,641 shares — an estimated $238K sold.

Wagner Wealth Management (South Carolina) first reported a position in MTB in Q4 2017 and held it in 7 quarters. The position peaked at $443K in Q3 2022. 826 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

Wagner Wealth Management (South Carolina) reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1,641 M&T Bank shares in Q1 2023, an estimated $238K.
Wagner Wealth Management (South Carolina) first reported a position in M&T Bank in Q4 2017 and held it in 7 quarters.
Wagner Wealth Management (South Carolina)'s M&T Bank position peaked at $443K in Q3 2022.
826 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2023, filed 17 May 2023.