Wealthcare Capital Management’s M&T Bank MTB Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-20	Closed	-$3K	–	446
2021 Q1	$3K	Buy	+20	New	+$2.95K	﹤0.01%	491
2020 Q1	–	Sell	-14	Closed	-$2K	–	504
2019 Q4	$2K	Buy	+14	New	+$2.27K	﹤0.01%	517
2015 Q2	–	Sell	-41	Closed	-$5K	–	695
2015 Q1	$5K	Buy	+41	New	+$4.96K	﹤0.01%	637

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wealthcare Capital Management's MTB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of M&T Bank (MTB) in Q2 2021, closing a stake of 20 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in MTB in Q1 2015 and held it in 3 quarters. The position peaked at $5K in Q1 2015. 674 funds tracked by Wall St. Rank hold MTB as of Q2 2021.

Wealthcare Capital Management reported no remaining M&T Bank position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 20 M&T Bank shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in M&T Bank in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's M&T Bank position peaked at $5K in Q1 2015.
674 funds tracked by Wall St. Rank held M&T Bank as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.