Wealthspire Advisors (Maryland)’s M&T Bank MTB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-634	Closed	-$99K	–	1447
2019 Q1	$99K	Buy	634 +26	+4%	+$4.27K	0.01%	644
2018 Q4	$87K	Buy	608 +73	+14%	+$11.7K	0.01%	651
2018 Q3	$88K	Buy	535 +50	+10%	+$8.68K	0.01%	743
2018 Q2	$83K	Sell	485 -66	-12%	-$11.8K	0.01%	777
2018 Q1	$102K	Buy	551 +52	+10%	+$9.69K	0.01%	706
2017 Q4	$85K	Buy	499 +109	+28%	+$18.1K	0.01%	781
2017 Q3	$63K	Buy	390 +2	+0.5%	+$314	0.01%	885
2017 Q2	$63K	Buy	388 +85	+28%	+$13.4K	0.01%	860
2017 Q1	$47K	Buy	303 +13	+4%	+$2.1K	0.01%	817
2016 Q4	$45K	Buy	290 +19	+7%	+$2.57K	0.01%	796
2016 Q3	$31K	Hold	271	–	–	﹤0.01%	920
2016 Q2	$32K	Sell	271 -2	-0.7%	-$232	0.01%	845
2016 Q1	$30K	Sell	273 -414	-60%	-$44.9K	0.01%	837
2015 Q4	$83K	Buy	+687	New	+$83.7K	0.02%	577

Other funds holding MTB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Wellington Management Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return