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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 – 1420
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MTB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 634 shares — an estimated $99K sold.

Wealthspire Advisors (Maryland) first reported a position in MTB in Q4 2015 and held it in 14 quarters. The position peaked at $102K in Q1 2018. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 634 M&T Bank shares in Q2 2019, an estimated $99K.
  • Wealthspire Advisors (Maryland) first reported a position in M&T Bank in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s M&T Bank position peaked at $102K in Q1 2018.
  • 676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.