WealthPLAN Partners’s M&T Bank MTB Stock Holding History

WealthPLAN 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 Q3	–	Sell	-70	Closed	-$8.66K	–	825
2023 Q2	$8.66K	Hold	70	–	–	﹤0.01%	815
2023 Q1	$8.37K	Buy	+70	New	+$10.2K	﹤0.01%	906

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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

WealthPLAN Partners's MTB Position: Q3 2023 in Review

WealthPLAN Partners sold out of M&T Bank (MTB) in Q3 2023, closing a stake of 70 shares — an estimated $8.66K sold.

WealthPLAN Partners first reported a position in MTB in Q1 2023 and held it in 2 quarters. The position peaked at $8.66K in Q2 2023. 806 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

WealthPLAN Partners reported no remaining M&T Bank position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 70 M&T Bank shares in Q3 2023, an estimated $8.66K.
WealthPLAN Partners first reported a position in M&T Bank in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's M&T Bank position peaked at $8.66K in Q2 2023.
806 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.