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Wealthcare Advisory Partners’s M&T Bank MTB Stock Holding History

Wealthcare Advisory 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
2023
Q4 		– Sell
-9,316
Closed -$1.18M – 762
2023
Q3 		$1.18M Sell
9,316
-1,043
-10% -$136K 0.05% 251
2023
Q2 		$1.28M Sell
10,359
-258
-2% -$31.2K 0.06% 245
2023
Q1 		$1.27M Buy
10,617
+269
+3% +$39K 0.05% 253
2022
Q4 		$1.5M Buy
10,348
+74
+0.7% +$12.2K 0.07% 210
2022
Q3 		$1.81M Sell
10,274
-36
-0.3% -$6.37K 0.1% 149
2022
Q2 		$1.64M Buy
10,310
+166
+2% +$27.9K 0.1% 136
2022
Q1 		$1.72M Buy
10,144
+10
+0.1% +$1.76K 0.1% 119
2021
Q4 		$1.56M Buy
10,134
+397
+4% +$61K 0.09% 133
2021
Q3 		$1.45M Buy
9,737
+40
+0.4% +$5.54K 0.1% 138
2021
Q2 		$1.41M Hold
9,697
– – 0.09% 143
2021
Q1 		$1.47M Hold
9,697
– – 0.11% 120
2020
Q4 		$1.23M Hold
9,697
– – 0.11% 116
2020
Q3 		$893K Hold
9,697
– – 0.1% 134
2020
Q2 		$1.01M Sell
9,697
-25
-0.3% -$2.64K 0.13% 101
2020
Q1 		$1.01M Buy
9,722
+5
+0.1% +$736 0.15% 89
2019
Q4 		$1.65M Hold
9,717
– – 0.21% 64
2019
Q3 		$1.53M Hold
9,717
– – 0.22% 61
2019
Q2 		$1.65M Hold
9,717
– – 0.26% 56
2019
Q1 		$1.53M Sell
9,717
-17
-0.2% -$2.79K 0.26% 57
2018
Q4 		$1.39M Sell
9,734
-9
-0.1% -$1.44K 0.27% 53
2018
Q3 		$1.6M Hold
9,743
– – 0.29% 50
2018
Q2 		$1.66M Sell
9,743
-14
-0.1% -$2.51K 0.33% 46
2018
Q1 		$1.8M Sell
9,757
-138
-1% -$25.7K 0.41% 35
2017
Q4 		$1.69M Buy
9,895
+202
+2% +$33.5K 0.44% 34
2017
Q3 		$1.56M Buy
+9,693
New +$1.52M 0.46% 29

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthcare Advisory Partners's MTB Position: Q4 2023 in Review

Wealthcare Advisory Partners sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 9,316 shares — an estimated $1.18M sold.

Wealthcare Advisory Partners first reported a position in MTB in Q3 2017 and held it in 25 quarters. The position peaked at $1.81M in Q3 2022. 890 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

  • Wealthcare Advisory Partners reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 9,316 M&T Bank shares in Q4 2023, an estimated $1.18M.
  • Wealthcare Advisory Partners first reported a position in M&T Bank in Q3 2017 and held it in 25 quarters.
  • Wealthcare Advisory Partners's M&T Bank position peaked at $1.81M in Q3 2022.
  • 890 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.