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Wealth Alliance’s M&T Bank MTB Stock Holding History

Wealth Alliance’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
Q4 		– Sell
-1,533
Closed -$273K – 527
2024
Q3 		$273K Sell
1,533
-118
-7% -$19.6K 0.03% 417
2024
Q2 		$250K Buy
1,651
+51
+3% +$7.45K 0.03% 433
2024
Q1 		$233K Buy
+1,600
New +$222K 0.03% 456
2022
Q4 		– Sell
-1,626
Closed -$287K – 502
2022
Q3 		$287K Buy
1,626
+49
+3% +$8.67K 0.06% 330
2022
Q2 		$251K Sell
1,577
-7
-0.4% -$1.18K 0.05% 372
2022
Q1 		$269K Buy
+1,584
New +$279K 0.06% 349

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Wealth Alliance's MTB Position: Q4 2024 in Review

Wealth Alliance sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 1,533 shares — an estimated $273K sold.

Wealth Alliance first reported a position in MTB in Q1 2022 and held it in 6 quarters. The position peaked at $287K in Q3 2022. 1,046 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Wealth Alliance reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 1,533 M&T Bank shares in Q4 2024, an estimated $273K.
  • Wealth Alliance first reported a position in M&T Bank in Q1 2022 and held it in 6 quarters.
  • Wealth Alliance's M&T Bank position peaked at $287K in Q3 2022.
  • 1,046 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.