WBI Investments’s M&T Bank MTB Stock Holding History

WBI Investments’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 Q2	–	Sell	-9,454	Closed	-$1.6M	–	169
2022 Q1	$1.6M	Buy	+9,454	New	+$1.67M	0.26%	94
2017 Q3	–	Sell	-11,951	Closed	-$1.94M	–	347
2017 Q2	$1.94M	Buy	+11,951	New	+$1.89M	0.08%	161

Other funds holding MTB

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

WBI Investments's MTB Position: Q2 2022 in Review

WBI Investments sold out of M&T Bank (MTB) in Q2 2022, closing a stake of 9,454 shares — an estimated $1.6M sold.

WBI Investments first reported a position in MTB in Q2 2017 and held it in 2 quarters. The position peaked at $1.94M in Q2 2017. 885 funds tracked by Wall St. Rank hold MTB as of Q2 2022.

WBI Investments reported no remaining M&T Bank position as of Q2 2022 after selling out during the quarter.
WBI Investments sold 9,454 M&T Bank shares in Q2 2022, an estimated $1.6M.
WBI Investments first reported a position in M&T Bank in Q2 2017 and held it in 2 quarters.
WBI Investments's M&T Bank position peaked at $1.94M in Q2 2017.
885 funds tracked by Wall St. Rank held M&T Bank as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.